BAM Wealth Management
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BAM Wealth Management’s Monolithic Power Systems MPWR Stock Holding History

BAM Wealth Management’s Portfolio MPWR Stock Details MPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$474K Buy
352
+118
+50% +$155K 0.26% 105
2026
Q2 		$323K Sell
234
-1
-0.4% -$1.5K 0.2% 127
2026
Q1 		$257K Sell
235
-64
-21% -$69.9K 0.19% 133
2025
Q4 		$271K Sell
299
-36
-11% -$34.6K 0.2% 120
2025
Q3 		$308K Buy
+335
New +$272K 0.24% 96

Other funds holding MPWR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

BAM Wealth Management's MPWR Position: Q3 2026 in Review

BAM Wealth Management increased its Monolithic Power Systems (MPWR) stake by 50% in Q3 2026, buying an estimated $155K and bringing the position to 352 shares worth $474K. The position accounts for 0.26% of the portfolio, ranked #105.

BAM Wealth Management first reported a position in MPWR in Q3 2025 and has held it in 5 quarters since. 720 funds tracked by Wall St. Rank hold MPWR as of Q3 2026.

  • BAM Wealth Management held 352 shares of Monolithic Power Systems worth $474K as of Q3 2026.
  • BAM Wealth Management bought 118 Monolithic Power Systems shares in Q3 2026, an estimated $155K.
  • Monolithic Power Systems made up 0.26% of BAM Wealth Management's portfolio in Q3 2026, its #105 holding.
  • BAM Wealth Management first reported a position in Monolithic Power Systems in Q3 2025 and has held it in 5 quarters since.
  • 720 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.