Iams Wealth Management’s Analog Devices ADI Stock Holding History

Iams Wealth Management’s Portfolio ADI Stock Details ADI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.86M	Buy	4,681 +1,054	+29%	+$417K	0.56%	56
2026 Q1	$1.15M	Sell	3,627 -972	-21%	-$309K	0.4%	73
2025 Q4	$1.25M	Sell	4,599 -624	-12%	-$157K	0.45%	74
2025 Q3	$1.28M	Sell	5,223 -842	-14%	-$202K	0.52%	62
2025 Q2	$1.44M	Sell	6,065 -316	-5%	-$65.8K	0.66%	52
2025 Q1	$1.29M	Buy	6,381 +683	+12%	+$148K	0.59%	62
2024 Q4	$1.21M	Buy	5,698 +125	+2%	+$27.6K	0.55%	55
2024 Q3	$1.28M	Sell	5,573 -167	-3%	-$37.6K	0.63%	52
2024 Q2	$1.31M	Buy	5,740 +153	+3%	+$32.6K	0.72%	46
2024 Q1	$1.05M	Buy	5,587 +294	+6%	+$56.5K	0.64%	54
2023 Q4	$1.05M	Sell	5,293 -386	-7%	-$68.9K	0.68%	48
2023 Q3	$994K	Buy	+5,679	New	+$1.05M	0.69%	50
2023 Q2	–	Sell	-4,697	Closed	-$870K	–	131
2023 Q1	$912K	Buy	4,697 +1,000	+27%	+$179K	0.76%	45
2022 Q4	$607K	Buy	+3,697	New	+$577K	0.62%	54

Other funds holding ADI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Iams Wealth Management's ADI Position: Q2 2026 in Review

Iams Wealth Management increased its Analog Devices (ADI) stake by 29% in Q2 2026, buying an estimated $417K and bringing the position to 4,681 shares worth $1.86M. The position accounts for 0.56% of the portfolio, ranked #56.

Iams Wealth Management first reported a position in ADI in Q4 2022 and has held it in 14 quarters since. 2,270 funds tracked by Wall St. Rank hold ADI as of Q2 2026.

Iams Wealth Management held 4,681 shares of Analog Devices worth $1.86M as of Q2 2026.
Iams Wealth Management bought 1,054 Analog Devices shares in Q2 2026, an estimated $417K.
Analog Devices made up 0.56% of Iams Wealth Management's portfolio in Q2 2026, its #56 holding.
Iams Wealth Management first reported a position in Analog Devices in Q4 2022 and has held it in 14 quarters since.
2,270 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.