Carolinas Wealth Consulting’s Landstar System LSTR Stock Holding History

Carolinas Wealth Consulting’s Portfolio LSTR Stock Details LSTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7	Closed	-$977	–	548
2025 Q1	$977	Buy	7 +1	+17%	+$161	﹤0.01%	908
2024 Q4	$1.02K	Hold	6	–	–	﹤0.01%	944
2024 Q3	$1.04K	Buy	6 +1	+20%	+$184	﹤0.01%	921
2024 Q2	$786	Hold	5	–	–	﹤0.01%	938
2024 Q1	$944	Sell	5 -3	-38%	-$570	﹤0.01%	910
2023 Q4	$1.49K	Hold	8	–	–	﹤0.01%	778
2023 Q3	$1.26K	Sell	8 -79	-91%	-$15.2K	﹤0.01%	795
2023 Q2	$16.8K	Hold	87	–	–	﹤0.01%	504
2023 Q1	$15.6K	Hold	87	–	–	﹤0.01%	532
2022 Q4	$14.2K	Buy	87 +6	+7%	+$963	﹤0.01%	557
2022 Q3	$12K	Hold	81	–	–	﹤0.01%	536
2022 Q2	$12K	Hold	81	–	–	﹤0.01%	541
2022 Q1	$12K	Hold	81	–	–	﹤0.01%	576
2021 Q4	$15K	Hold	81	–	–	﹤0.01%	552
2021 Q3	$13K	Hold	81	–	–	﹤0.01%	554
2021 Q2	$13K	Hold	81	–	–	﹤0.01%	576
2021 Q1	$13K	Hold	81	–	–	﹤0.01%	592
2020 Q4	$11K	Sell	81 -58	-42%	-$7.61K	﹤0.01%	569
2020 Q3	$17K	Buy	139 +99	+248%	+$12.5K	0.01%	410
2020 Q2	$4K	Buy	+40	New	+$4.27K	﹤0.01%	423

Other funds holding LSTR

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carolinas Wealth Consulting's LSTR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Landstar System (LSTR) in Q2 2025, closing a stake of 7 shares — an estimated $977 sold.

Carolinas Wealth Consulting first reported a position in LSTR in Q2 2020 and held it in 20 quarters. The position peaked at $17K in Q3 2020. 433 funds tracked by Wall St. Rank hold LSTR as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Landstar System position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 7 Landstar System shares in Q2 2025, an estimated $977.
Carolinas Wealth Consulting first reported a position in Landstar System in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's Landstar System position peaked at $17K in Q3 2020.
433 funds tracked by Wall St. Rank held Landstar System as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.