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Institute for Wealth Management’s Lear LEA Stock Holding History

Institute for Wealth Management’s Portfolio LEA Stock Details LEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.1K Buy
+135
New +$18.1K ﹤0.01% 1163
2024
Q4 		– Sell
-2,560
Closed -$279K – 543
2024
Q3 		$279K Buy
+2,560
New +$291K 0.04% 430

Other funds holding LEA

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Institute for Wealth Management's LEA Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Lear (LEA) in Q2 2026: 135 shares worth $18.1K. The stake represents ﹤0.01% of the portfolio and ranks #1163 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in LEA as recently as Q3 2024.

Institute for Wealth Management first reported a position in LEA in Q3 2024 and has held it in 2 quarters since. The position peaked at $279K in Q3 2024. 521 funds tracked by Wall St. Rank hold LEA as of Q2 2026.

  • Institute for Wealth Management held 135 shares of Lear worth $18.1K as of Q2 2026.
  • Lear was a new Institute for Wealth Management position in Q2 2026.
  • Lear made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1163 holding.
  • Institute for Wealth Management first reported a position in Lear in Q3 2024 and has held it in 2 quarters since.
  • Institute for Wealth Management's Lear position peaked at $279K in Q3 2024.
  • 521 funds tracked by Wall St. Rank held Lear as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.