Compagnie Lombard Odier SCmA’s PJT Partners PJT Stock Holding History

Compagnie Lombard Odier SCmA’s Portfolio PJT Stock Details PJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.19K	Hold	30	–	–	﹤0.01%	401
2025 Q4	$5.02K	Hold	30	–	–	﹤0.01%	396
2025 Q3	$5.33K	Hold	30	–	–	﹤0.01%	415
2025 Q2	$4.95K	Hold	30	–	–	﹤0.01%	403
2025 Q1	$4.14K	Hold	30	–	–	﹤0.01%	442
2024 Q4	$4.73K	Hold	30	–	–	﹤0.01%	421
2024 Q3	$4K	Hold	30	–	–	﹤0.01%	421
2024 Q2	$3.24K	Hold	30	–	–	﹤0.01%	417
2024 Q1	$2.83K	Sell	30 -85	-74%	-$8.35K	﹤0.01%	448
2023 Q4	$11.7K	Hold	115	–	–	﹤0.01%	484
2023 Q3	$9.13K	Hold	115	–	–	﹤0.01%	520
2023 Q2	$8.01K	Hold	115	–	–	﹤0.01%	512
2023 Q1	$8.3K	Hold	115	–	–	﹤0.01%	561
2022 Q4	$8K	Hold	115	–	–	﹤0.01%	618
2022 Q3	$8K	Hold	115	–	–	﹤0.01%	582
2022 Q2	$8K	Hold	115	–	–	﹤0.01%	555
2022 Q1	$7K	Hold	115	–	–	﹤0.01%	564
2021 Q4	$8K	Buy	115 +30	+35%	+$2.39K	﹤0.01%	632
2021 Q3	$7K	Hold	85	–	–	﹤0.01%	610
2021 Q2	$6K	Hold	85	–	–	﹤0.01%	604
2021 Q1	$6K	Buy	+85	New	+$6.16K	﹤0.01%	624

Other funds holding PJT

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Compagnie Lombard Odier SCmA's PJT Position: Q1 2026 in Review

Compagnie Lombard Odier SCmA held its PJT Partners (PJT) position steady in Q1 2026 at 30 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Compagnie Lombard Odier SCmA first reported a position in PJT in Q1 2021 and has held it in 21 quarters since. The position peaked at $11.7K in Q4 2023. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

Compagnie Lombard Odier SCmA held 30 shares of PJT Partners worth $4.19K as of Q1 2026.
Compagnie Lombard Odier SCmA left its PJT Partners share count unchanged in Q1 2026.
PJT Partners made up ﹤0.01% of Compagnie Lombard Odier SCmA's portfolio in Q1 2026, its #401 holding.
Compagnie Lombard Odier SCmA first reported a position in PJT Partners in Q1 2021 and has held it in 21 quarters since.
Compagnie Lombard Odier SCmA's PJT Partners position peaked at $11.7K in Q4 2023.
399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q1 2026, filed 15 Apr 2026.