Compagnie Lombard Odier SCmA’s Block Inc XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$535K Sell
8,896
-815
-8% -$49.6K 0.01% 192
2025
Q4
$632K Sell
9,711
-2,000
-17% -$138K 0.01% 184
2025
Q3
$846K Sell
11,711
-1,400
-11% -$105K 0.01% 161
2025
Q2
$891K Sell
13,111
-572
-4% -$33.3K 0.01% 154
2025
Q1
$743K Buy
13,683
+600
+5% +$44.8K 0.01% 180
2024
Q4
$1.11M Sell
13,083
-928
-7% -$76.1K 0.02% 142
2024
Q3
$941K Sell
14,011
-420
-3% -$27.1K 0.01% 151
2024
Q2
$931K Sell
14,431
-432
-3% -$30.2K 0.02% 148
2024
Q1
$1.26M Sell
14,863
-6,465
-30% -$468K 0.02% 148
2023
Q4
$1.65M Sell
21,328
-544
-2% -$30.8K 0.03% 162
2023
Q3
$968K Sell
21,872
-3,168
-13% -$196K 0.02% 152
2023
Q2
$1.67M Buy
25,040
+1,355
+6% +$84.7K 0.05% 123
2023
Q1
$1.63M Sell
23,685
-8,039
-25% -$602K 0.04% 135
2022
Q4
$1.99M Sell
31,724
-14,732
-32% -$909K 0.05% 127
2022
Q3
$2.55M Buy
46,456
+27,076
+140% +$1.92M 0.07% 101
2022
Q2
$1.19M Buy
19,380
+2,915
+18% +$266K 0.03% 147
2022
Q1
$2.23M Sell
16,465
-3,200
-16% -$387K 0.05% 116
2021
Q4
$3.18M Buy
19,665
+726
+4% +$157K 0.06% 105
2021
Q3
$4.54M Buy
18,939
+14,299
+308% +$3.67M 0.1% 87
2021
Q2
$1.13M Buy
4,640
+1,160
+33% +$269K 0.02% 163
2021
Q1
$790K Buy
3,480
+1,430
+70% +$335K 0.02% 231
2020
Q4
$446K Buy
2,050
+1,410
+220% +$275K 0.01% 237
2020
Q3
$104K Sell
640
-300
-32% -$42.4K ﹤0.01% 333
2020
Q2
$98K Sell
940
-4,100
-81% -$314K ﹤0.01% 325
2020
Q1
$263K Sell
5,040
-11
-0.2% -$752 0.01% 220
2019
Q4
$317K Hold
5,051
0.01% 218
2019
Q3
$314K Buy
5,051
+2,400
+91% +$163K 0.01% 211
2019
Q2
$192K Buy
2,651
+1,000
+61% +$69.9K 0.01% 252
2019
Q1
$124K Buy
1,651
+11
+0.7% +$797 0.01% 324
2018
Q4
$92K Sell
1,640
-3,100
-65% -$219K ﹤0.01% 337
2018
Q3
$469K Buy
4,740
+3,740
+374% +$288K 0.02% 211
2018
Q2
$62K Hold
1,000
﹤0.01% 411
2018
Q1
$49K Sell
1,000
-1,000
-50% -$45.9K ﹤0.01% 455
2017
Q4
$70K Buy
+2,000
New +$73.2K ﹤0.01% 514

Other funds holding XYZ

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

Compagnie Lombard Odier SCmA reduced its Block Inc (XYZ) stake by 8.4% in Q1 2026, selling an estimated $49.6K and leaving 8,896 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #192.

Compagnie Lombard Odier SCmA first reported a position in XYZ in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.54M in Q3 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Compagnie Lombard Odier SCmA held 8,896 shares of Block Inc worth $535K as of Q1 2026.
  • Compagnie Lombard Odier SCmA sold 815 Block Inc shares in Q1 2026, an estimated $49.6K.
  • Block Inc made up 0.01% of Compagnie Lombard Odier SCmA's portfolio in Q1 2026, its #192 holding.
  • Compagnie Lombard Odier SCmA first reported a position in Block Inc in Q4 2017 and has held it in 34 quarters since.
  • Compagnie Lombard Odier SCmA's Block Inc position peaked at $4.54M in Q3 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

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