Institute for Wealth Management’s ASML ASML Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$958K Buy
725
+1
+0.1% +$1.37K 0.1% 207
2025
Q4
$775K Sell
724
-34
-4% -$35.5K 0.08% 231
2025
Q3
$734K Hold
758
0.08% 252
2025
Q2
$607K Hold
758
0.07% 274
2025
Q1
$502K Sell
758
-18
-2% -$13.1K 0.06% 288
2024
Q4
$538K Buy
776
+399
+106% +$287K 0.07% 276
2024
Q3
$314K Hold
377
0.04% 406
2024
Q2
$386K Buy
377
+3
+0.8% +$2.88K 0.05% 336
2024
Q1
$363K Hold
374
0.05% 350
2023
Q4
$283K Hold
374
0.05% 382
2023
Q3
$220K Hold
374
0.04% 416
2023
Q2
$271K Sell
374
-463
-55% -$315K 0.05% 380
2023
Q1
$570K Sell
837
-92
-10% -$59.1K 0.11% 242
2022
Q4
$508K Buy
929
+101
+12% +$52.9K 0.11% 260
2022
Q3
$344K Buy
828
+268
+48% +$134K 0.08% 311
2022
Q2
$266K Buy
560
+81
+17% +$45.2K 0.05% 423
2022
Q1
$320K Buy
479
+1
+0.2% +$670 0.05% 408
2021
Q4
$381K Buy
478
+35
+8% +$27.8K 0.06% 327
2021
Q3
$330K Sell
443
-6
-1% -$4.72K 0.06% 349
2021
Q2
$310K Hold
449
0.05% 366
2021
Q1
$277K Buy
+449
New +$249K 0.05% 376

Other funds holding ASML

Institute for Wealth Management's ASML Position: Q1 2026 in Review

Institute for Wealth Management increased its ASML (ASML) stake by 0.14% in Q1 2026, buying an estimated $1.37K and bringing the position to 725 shares worth $958K. The position accounts for 0.1% of the portfolio, ranked #207.

Institute for Wealth Management first reported a position in ASML in Q1 2021 and has held it in 21 quarters since. 2,188 funds tracked by Wall St. Rank hold ASML as of Q1 2026.

  • Institute for Wealth Management held 725 shares of ASML worth $958K as of Q1 2026.
  • Institute for Wealth Management bought 1 ASML share in Q1 2026, an estimated $1.37K.
  • ASML made up 0.1% of Institute for Wealth Management's portfolio in Q1 2026, its #207 holding.
  • Institute for Wealth Management first reported a position in ASML in Q1 2021 and has held it in 21 quarters since.
  • 2,188 funds tracked by Wall St. Rank held ASML as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.