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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
Q2 		$1.13M Buy
14,864
+1,236
+9% +$96.7K 0.34% 88
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Iams Wealth Management increased its Service Corp International (SCI) stake by 9.1% in Q2 2026, buying an estimated $96.7K and bringing the position to 14,864 shares worth $1.13M. The position accounts for 0.34% of the portfolio, ranked #88.

Iams Wealth Management first reported a position in SCI in Q4 2023 and has held it in 11 quarters since. 547 funds tracked by Wall St. Rank hold SCI as of Q2 2026.

  • Iams Wealth Management held 14,864 shares of Service Corp International worth $1.13M as of Q2 2026.
  • Iams Wealth Management bought 1,236 Service Corp International shares in Q2 2026, an estimated $96.7K.
  • Service Corp International made up 0.34% of Iams Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Iams Wealth Management first reported a position in Service Corp International in Q4 2023 and has held it in 11 quarters since.
  • 547 funds tracked by Wall St. Rank held Service Corp International as of Q2 2026.

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