Cabot Wealth Management’s Globe Life GL Stock Holding History

Cabot Wealth Management’s Portfolio GL Stock Details GL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$427K	Hold	3,065	–	–	0.05%	105
2025 Q4	$429K	Hold	3,065	–	–	0.05%	107
2025 Q3	$438K	Hold	3,065	–	–	0.05%	111
2025 Q2	$381K	Hold	3,065	–	–	0.05%	105
2025 Q1	$404K	Sell	3,065 -1,120	-27%	-$137K	0.05%	101
2024 Q4	$467K	Hold	4,185	–	–	0.06%	99
2024 Q3	$443K	Hold	4,185	–	–	0.06%	104
2024 Q2	$344K	Hold	4,185	–	–	0.05%	117
2024 Q1	$487K	Hold	4,185	–	–	0.06%	115
2023 Q4	$509K	Hold	4,185	–	–	0.07%	108
2023 Q3	$455K	Buy	+4,185	New	+$467K	0.07%	114

Other funds holding GL

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Cabot Wealth Management's GL Position: Q1 2026 in Review

Cabot Wealth Management held its Globe Life (GL) position steady in Q1 2026 at 3,065 shares worth $427K. The position accounts for 0.05% of the portfolio, ranked #105.

Cabot Wealth Management first reported a position in GL in Q3 2023 and has held it in 11 quarters since. The position peaked at $509K in Q4 2023. 663 funds tracked by Wall St. Rank hold GL as of Q1 2026.

Cabot Wealth Management held 3,065 shares of Globe Life worth $427K as of Q1 2026.
Cabot Wealth Management left its Globe Life share count unchanged in Q1 2026.
Globe Life made up 0.05% of Cabot Wealth Management's portfolio in Q1 2026, its #105 holding.
Cabot Wealth Management first reported a position in Globe Life in Q3 2023 and has held it in 11 quarters since.
Cabot Wealth Management's Globe Life position peaked at $509K in Q4 2023.
663 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Cabot Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.