AIM
XYZ

Anchor Investment Management’s Block Inc XYZ Stock Holding History

Anchor Investment Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.4K Hold
173
– – ﹤0.01% 818
2025
Q4 		$11.3K Hold
173
– – ﹤0.01% 796
2025
Q3 		$12.5K Sell
173
-100
-37% -$7.49K ﹤0.01% 788
2025
Q2 		$18.5K Sell
273
-18
-6% -$1.05K ﹤0.01% 728
2025
Q1 		$15.8K Hold
291
– – ﹤0.01% 734
2024
Q4 		$24.7K Hold
291
– – ﹤0.01% 680
2024
Q3 		$19.5K Hold
291
– – ﹤0.01% 703
2024
Q2 		$18.8K Sell
291
-10
-3% -$700 ﹤0.01% 659
2024
Q1 		$25.5K Hold
301
– – ﹤0.01% 636
2023
Q4 		$23.3K Sell
301
-200
-40% -$11.3K ﹤0.01% 632
2023
Q3 		$22.2K Hold
501
– – ﹤0.01% 635
2023
Q2 		$33.4K Sell
501
-1,140
-69% -$71.2K ﹤0.01% 571
2023
Q1 		$113K Hold
1,641
– – 0.02% 424
2022
Q4 		$103K Hold
1,641
– – 0.01% 434
2022
Q3 		$90.2K Sell
1,641
-1,275
-44% -$90.3K 0.01% 437
2022
Q2 		$179K Sell
2,916
-914
-24% -$83.5K 0.03% 368
2022
Q1 		$519K Buy
3,830
+1,654
+76% +$200K 0.07% 239
2021
Q4 		$351K Buy
2,176
+840
+63% +$182K 0.04% 303
2021
Q3 		$320K Buy
1,336
+147
+12% +$37.8K 0.04% 291
2021
Q2 		$290K Buy
1,189
+17
+1% +$3.94K 0.04% 305
2021
Q1 		$266K Buy
1,172
+722
+160% +$169K 0.04% 299
2020
Q4 		$97.9K Sell
450
-428
-49% -$83.5K 0.02% 389
2020
Q3 		$143K Sell
878
-12
-1% -$1.69K 0.03% 323
2020
Q2 		$93.4K Hold
890
– – 0.02% 353
2020
Q1 		$46.6K Buy
890
+440
+98% +$30.1K 0.01% 433
2019
Q4 		$28.2K Hold
450
– – 0.01% 532
2019
Q3 		$27.9K Buy
450
+425
+1,700% +$28.9K 0.01% 524
2019
Q2 		$1.81K Buy
+25
New +$1.75K ﹤0.01% 755

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Anchor Investment Management's XYZ Position: Q1 2026 in Review

Anchor Investment Management held its Block Inc (XYZ) position steady in Q1 2026 at 173 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Anchor Investment Management first reported a position in XYZ in Q2 2019 and has held it in 28 quarters since. The position peaked at $519K in Q1 2022. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Anchor Investment Management held 173 shares of Block Inc worth $10.4K as of Q1 2026.
  • Anchor Investment Management left its Block Inc share count unchanged in Q1 2026.
  • Block Inc made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #818 holding.
  • Anchor Investment Management first reported a position in Block Inc in Q2 2019 and has held it in 28 quarters since.
  • Anchor Investment Management's Block Inc position peaked at $519K in Q1 2022.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.