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Institute for Wealth Management’s Landstar System LSTR Stock Holding History

Institute for Wealth Management’s Portfolio LSTR Stock Details LSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$95.3K Buy
+461
New +$88.1K 0.01% 689
2024
Q4 		– Sell
-1,324
Closed -$250K – 545
2024
Q3 		$250K Buy
+1,324
New +$244K 0.03% 461

Other funds holding LSTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Landstar System (LSTR) in Q2 2026: 461 shares worth $95.3K. The stake represents 0.01% of the portfolio and ranks #689 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in LSTR as recently as Q3 2024.

Institute for Wealth Management first reported a position in LSTR in Q3 2024 and has held it in 2 quarters since. The position peaked at $250K in Q3 2024. 546 funds tracked by Wall St. Rank hold LSTR as of Q2 2026.

  • Institute for Wealth Management held 461 shares of Landstar System worth $95.3K as of Q2 2026.
  • Landstar System was a new Institute for Wealth Management position in Q2 2026.
  • Landstar System made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #689 holding.
  • Institute for Wealth Management first reported a position in Landstar System in Q3 2024 and has held it in 2 quarters since.
  • Institute for Wealth Management's Landstar System position peaked at $250K in Q3 2024.
  • 546 funds tracked by Wall St. Rank held Landstar System as of Q2 2026.

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