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Boston Research & Management’s Invesco QQQ Trust QQQ Stock Holding History

Boston Research & Management’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$499K Buy
864
+20
+2% +$12.2K 0.12% 80
2025
Q4 		$518K Hold
844
– – 0.12% 84
2025
Q3 		$507K Hold
844
– – 0.11% 85
2025
Q2 		$465K Buy
844
+59
+8% +$29.3K 0.11% 85
2025
Q1 		$368K Sell
785
-31
-4% -$15.8K 0.09% 95
2024
Q4 		$417K Sell
816
-9
-1% -$4.55K 0.1% 90
2024
Q3 		$402K Buy
825
+42
+5% +$19.9K 0.09% 95
2024
Q2 		$375K Sell
783
-34
-4% -$15.3K 0.09% 97
2024
Q1 		$362K Sell
817
-46
-5% -$19.7K 0.09% 98
2023
Q4 		$353K Buy
863
+7
+0.8% +$2.66K 0.09% 96
2023
Q3 		$306K Sell
856
-129
-13% -$47.8K 0.09% 95
2023
Q2 		$364K Sell
985
-53
-5% -$17.8K 0.1% 91
2023
Q1 		$333K Buy
1,038
+235
+29% +$69.3K 0.1% 94
2022
Q4 		$213K Buy
+803
New +$222K 0.07% 105
2022
Q3 		– Sell
-745
Closed -$208K – 105
2022
Q2 		$208K Sell
745
-425
-36% -$132K 0.07% 103
2022
Q1 		$424K Buy
+1,170
New +$416K 0.12% 89

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Research & Management's QQQ Position: Q1 2026 in Review

Boston Research & Management increased its Invesco QQQ Trust (QQQ) stake by 2.4% in Q1 2026, buying an estimated $12.2K and bringing the position to 864 shares worth $499K. The position accounts for 0.12% of the portfolio, ranked #80.

Boston Research & Management first reported a position in QQQ in Q1 2022 and has held it in 16 quarters since. The position peaked at $518K in Q4 2025. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Boston Research & Management held 864 shares of Invesco QQQ Trust worth $499K as of Q1 2026.
  • Boston Research & Management bought 20 Invesco QQQ Trust shares in Q1 2026, an estimated $12.2K.
  • Invesco QQQ Trust made up 0.12% of Boston Research & Management's portfolio in Q1 2026, its #80 holding.
  • Boston Research & Management first reported a position in Invesco QQQ Trust in Q1 2022 and has held it in 16 quarters since.
  • Boston Research & Management's Invesco QQQ Trust position peaked at $518K in Q4 2025.
  • 3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.