GWM
XYZ

Gibbs Wealth Management’s Block Inc XYZ Stock Holding History

Gibbs Wealth Management’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
Q1 		$592K Buy
+9,835
New +$598K 0.08% 251
2025
Q3 		– Sell
-3,092
Closed -$210K – 386
2025
Q2 		$210K Buy
+3,092
New +$180K 0.04% 347

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gibbs Wealth Management's XYZ Position: Q1 2026 in Review

Gibbs Wealth Management opened a new position in Block Inc (XYZ) in Q1 2026: 9,835 shares worth $592K. The stake represents 0.08% of the portfolio and ranks #251 among its holdings. This is a return to the name: Gibbs Wealth Management previously reported a position in XYZ as recently as Q2 2025.

Gibbs Wealth Management first reported a position in XYZ in Q2 2025 and has held it in 2 quarters since. 993 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Gibbs Wealth Management held 9,835 shares of Block Inc worth $592K as of Q1 2026.
  • Block Inc was a new Gibbs Wealth Management position in Q1 2026.
  • Block Inc made up 0.08% of Gibbs Wealth Management's portfolio in Q1 2026, its #251 holding.
  • Gibbs Wealth Management first reported a position in Block Inc in Q2 2025 and has held it in 2 quarters since.
  • 993 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.