AWM
LTRX icon

Accel Wealth Management’s Lantronix LTRX Stock Holding History

Accel Wealth Management’s Portfolio LTRX Stock Details LTRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$141K Hold
24,000
– – 0.03% 299
2026
Q1 		$126K Hold
24,000
– – 0.03% 283
2025
Q4 		$141K Sell
24,000
-200
-0.8% -$1.04K 0.04% 276
2025
Q3 		$111K Buy
+24,200
New +$89.5K 0.03% 274

Other funds holding LTRX

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Accel Wealth Management's LTRX Position: Q2 2026 in Review

Accel Wealth Management held its Lantronix (LTRX) position steady in Q2 2026 at 24,000 shares worth $141K. The position accounts for 0.03% of the portfolio, ranked #299.

Accel Wealth Management first reported a position in LTRX in Q3 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold LTRX as of Q2 2026.

  • Accel Wealth Management held 24,000 shares of Lantronix worth $141K as of Q2 2026.
  • Accel Wealth Management left its Lantronix share count unchanged in Q2 2026.
  • Lantronix made up 0.03% of Accel Wealth Management's portfolio in Q2 2026, its #299 holding.
  • Accel Wealth Management first reported a position in Lantronix in Q3 2025 and has held it in 4 quarters since.
  • 7 funds tracked by Wall St. Rank held Lantronix as of Q2 2026.

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