BBPWM
LAZR

Blue Bell Private Wealth Management’s Luminar Technologies LAZR Stock Holding History

Blue Bell Private Wealth Management’s Portfolio LAZR Stock Details LAZR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-218
Closed -$416 – 746
2025
Q3 		$416 Sell
218
-194
-47% -$476 ﹤0.01% 706
2025
Q2 		$1.18K Buy
412
+23
+6% +$87 ﹤0.01% 662
2025
Q1 		$2.1K Buy
389
+253
+186% +$1.53K ﹤0.01% 624
2024
Q4 		$732 Sell
136
-35
-20% -$370 ﹤0.01% 647
2024
Q3 		$2.31K Buy
171
+24
+16% +$435 ﹤0.01% 603
2024
Q2 		$3.28K Buy
147
+2
+1% +$47 ﹤0.01% 603
2024
Q1 		$4.29K Buy
145
+30
+26% +$1.09K ﹤0.01% 586
2023
Q4 		$5.81K Buy
115
+18
+19% +$895 ﹤0.01% 551
2023
Q3 		$6.64K Buy
97
+10
+11% +$917 ﹤0.01% 473
2023
Q2 		$8.94K Hold
87
– – ﹤0.01% 429
2023
Q1 		$8.44K Hold
87
– – ﹤0.01% 398
2022
Q4 		$6.43K Sell
87
-1
-1% -$109 ﹤0.01% 425
2022
Q3 		$10K Buy
88
+5
+6% +$597 ﹤0.01% 377
2022
Q2 		$7K Buy
83
+18
+28% +$2.88K ﹤0.01% 445
2022
Q1 		$15K Buy
65
+3
+5% +$658 ﹤0.01% 356
2021
Q4 		$16K Buy
+62
New +$15.5K ﹤0.01% 334

Other funds holding LAZR

MTIM
Marathon Trading Investment Management Radnor, Pennsylvania $3.67B AUM 21.97% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Blue Bell Private Wealth Management's LAZR Position: Q4 2025 in Review

Blue Bell Private Wealth Management sold out of Luminar Technologies (LAZR) in Q4 2025, closing a stake of 218 shares — an estimated $416 sold.

Blue Bell Private Wealth Management first reported a position in LAZR in Q4 2021 and held it in 16 quarters. The position peaked at $16K in Q4 2021. 18 funds tracked by Wall St. Rank hold LAZR as of Q4 2025.

  • Blue Bell Private Wealth Management reported no remaining Luminar Technologies position as of Q4 2025 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 218 Luminar Technologies shares in Q4 2025, an estimated $416.
  • Blue Bell Private Wealth Management first reported a position in Luminar Technologies in Q4 2021 and held it in 16 quarters.
  • Blue Bell Private Wealth Management's Luminar Technologies position peaked at $16K in Q4 2021.
  • 18 funds tracked by Wall St. Rank held Luminar Technologies as of Q4 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.