Gibson Capital’s Invesco QQQ Trust QQQ Stock Holding History

Gibson Capital’s Portfolio QQQ Stock Details QQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$606K	Buy	1,051 +25	+2%	+$15.2K	0.11%	39
2025 Q4	$631K	Sell	1,026 -122	-11%	-$74.9K	0.12%	34
2025 Q3	$689K	Buy	1,148 +172	+18%	+$98.5K	0.13%	33
2025 Q2	$538K	Sell	976 -5	-0.5%	-$2.49K	0.11%	39
2025 Q1	$460K	Sell	981 -88	-8%	-$44.7K	0.1%	43
2024 Q4	$547K	Hold	1,069	–	–	0.11%	35
2024 Q3	$522K	Hold	1,069	–	–	0.11%	35
2024 Q2	$512K	Hold	1,069	–	–	0.11%	34
2024 Q1	$475K	Sell	1,069 -120	-10%	-$51.5K	0.1%	35
2023 Q4	$487K	Hold	1,189	–	–	0.11%	33
2023 Q3	$426K	Hold	1,189	–	–	0.12%	30
2023 Q2	$439K	Sell	1,189 -144	-11%	-$48.5K	0.11%	30
2023 Q1	$428K	Buy	+1,333	New	+$393K	0.11%	32

Other funds holding QQQ

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Gibson Capital's QQQ Position: Q1 2026 in Review

Gibson Capital increased its Invesco QQQ Trust (QQQ) stake by 2.4% in Q1 2026, buying an estimated $15.2K and bringing the position to 1,051 shares worth $606K. The position accounts for 0.11% of the portfolio, ranked #39.

Gibson Capital first reported a position in QQQ in Q1 2023 and has held it in 13 quarters since. The position peaked at $689K in Q3 2025. 3,827 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Gibson Capital held 1,051 shares of Invesco QQQ Trust worth $606K as of Q1 2026.
Gibson Capital bought 25 Invesco QQQ Trust shares in Q1 2026, an estimated $15.2K.
Invesco QQQ Trust made up 0.11% of Gibson Capital's portfolio in Q1 2026, its #39 holding.
Gibson Capital first reported a position in Invesco QQQ Trust in Q1 2023 and has held it in 13 quarters since.
Gibson Capital's Invesco QQQ Trust position peaked at $689K in Q3 2025.
3,827 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Gibson Capital's 13F filing for Q1 2026, filed 17 Apr 2026.