Abound Wealth Management’s Lifeway Foods LWAY Stock Holding History

Abound Wealth Management’s Portfolio LWAY Stock Details LWAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18K	Hold	602	–	–	﹤0.01%	384
2026 Q1	$11.6K	Hold	602	–	–	﹤0.01%	511
2025 Q4	$14.6K	Hold	602	–	–	﹤0.01%	430
2025 Q3	$16.7K	Hold	602	–	–	﹤0.01%	398
2025 Q2	$14.8K	Hold	602	–	–	﹤0.01%	383
2025 Q1	$14.7K	Buy	+602	New	+$13.5K	﹤0.01%	349

Other funds holding LWAY

SCM

Saber Capital Management Fuquay Varina, North Carolina $147M AUM

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

RWML

RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Abound Wealth Management's LWAY Position: Q2 2026 in Review

Abound Wealth Management held its Lifeway Foods (LWAY) position steady in Q2 2026 at 602 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Abound Wealth Management first reported a position in LWAY in Q1 2025 and has held it in 6 quarters since. 14 funds tracked by Wall St. Rank hold LWAY as of Q2 2026.

Abound Wealth Management held 602 shares of Lifeway Foods worth $18K as of Q2 2026.
Abound Wealth Management left its Lifeway Foods share count unchanged in Q2 2026.
Lifeway Foods made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #384 holding.
Abound Wealth Management first reported a position in Lifeway Foods in Q1 2025 and has held it in 6 quarters since.
14 funds tracked by Wall St. Rank held Lifeway Foods as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.