IWM
SCI icon

Iams Wealth Management’s Service Corp International SCI Stock Holding History

Iams Wealth Management’s Portfolio SCI Stock Details SCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.12M Buy
13,628
+439
+3% +$35.4K 0.39% 74
2025
Q4 		$1.03M Buy
13,189
+1,080
+9% +$86.4K 0.37% 85
2025
Q3 		$1.01M Buy
12,109
+1,501
+14% +$120K 0.4% 76
2025
Q2 		$864K Sell
10,608
-336
-3% -$26.2K 0.4% 76
2025
Q1 		$878K Buy
10,944
+1,298
+13% +$102K 0.4% 75
2024
Q4 		$770K Buy
9,646
+1,423
+17% +$116K 0.35% 80
2024
Q3 		$649K Buy
8,223
+1,543
+23% +$117K 0.32% 86
2024
Q2 		$475K Buy
6,680
+1,242
+23% +$88.1K 0.26% 97
2024
Q1 		$394K Sell
5,438
-124
-2% -$8.75K 0.24% 88
2023
Q4 		$381K Buy
+5,562
New +$335K 0.25% 91

Other funds holding SCI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return