C.M. Bidwell & Associates’s Block Inc XYZ Stock Holding History

C.M. Bidwell & Associates’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 Q2	$836	Hold	11	–	–	﹤0.01%	451
2026 Q1	$662	Hold	11	–	–	﹤0.01%	449
2025 Q4	$716	Hold	11	–	–	﹤0.01%	444
2025 Q3	$795	Hold	11	–	–	﹤0.01%	440
2025 Q2	$747	Hold	11	–	–	﹤0.01%	395
2025 Q1	$598	Sell	11 -30	-73%	-$2.24K	﹤0.01%	402
2024 Q4	$3.48K	Hold	41	–	–	﹤0.01%	392
2024 Q3	$2.75K	Hold	41	–	–	﹤0.01%	420
2024 Q2	$2.64K	Hold	41	–	–	﹤0.01%	399
2024 Q1	$3.47K	Hold	41	–	–	﹤0.01%	377
2023 Q4	$3.17K	Hold	41	–	–	﹤0.01%	378
2023 Q3	$1.81K	Hold	41	–	–	﹤0.01%	476
2023 Q2	$2.73K	Hold	41	–	–	﹤0.01%	434
2023 Q1	$2.81K	Hold	41	–	–	﹤0.01%	422
2022 Q4	$2.58K	Buy	41 +30	+273%	+$1.85K	﹤0.01%	419
2022 Q3	$1K	Hold	11	–	–	﹤0.01%	470
2022 Q2	$1K	Sell	11 -23	-68%	-$2.1K	﹤0.01%	481
2022 Q1	$5K	Buy	34 +11	+48%	+$1.33K	﹤0.01%	411
2021 Q4	$4K	Hold	23	–	–	﹤0.01%	474
2021 Q3	$6K	Hold	23	–	–	﹤0.01%	438
2021 Q2	$6K	Sell	23 -484	-95%	-$112K	﹤0.01%	440
2021 Q1	$115K	Sell	507 -198	-28%	-$46.3K	0.08%	229
2020 Q4	$153K	Sell	705 -7	-1%	-$1.36K	0.13%	172
2020 Q3	$116K	Buy	+712	New	+$101K	0.11%	186

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

C.M. Bidwell & Associates's XYZ Position: Q2 2026 in Review

C.M. Bidwell & Associates held its Block Inc (XYZ) position steady in Q2 2026 at 11 shares worth $836. The position accounts for ﹤0.01% of the portfolio, ranked #451.

C.M. Bidwell & Associates first reported a position in XYZ in Q3 2020 and has held it in 24 quarters since. The position peaked at $153K in Q4 2020. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

C.M. Bidwell & Associates held 11 shares of Block Inc worth $836 as of Q2 2026.
C.M. Bidwell & Associates left its Block Inc share count unchanged in Q2 2026.
Block Inc made up ﹤0.01% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #451 holding.
C.M. Bidwell & Associates first reported a position in Block Inc in Q3 2020 and has held it in 24 quarters since.
C.M. Bidwell & Associates's Block Inc position peaked at $153K in Q4 2020.
1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.