Institute for Wealth Management’s Tyson Foods TSN Stock Holding History

Institute for Wealth Management’s Portfolio TSN Stock Details TSN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$125K	Buy	+2,185	New	+$137K	0.01%	630
2023 Q1	–	Sell	-3,373	Closed	-$210K	–	467
2022 Q4	$210K	Sell	3,373 -105	-3%	-$6.83K	0.04%	418
2022 Q3	$229K	Buy	3,478 +84	+2%	+$6.64K	0.05%	395
2022 Q2	$292K	Sell	3,394 -22	-0.6%	-$1.97K	0.06%	399
2022 Q1	$306K	Buy	3,416 +265	+8%	+$24.2K	0.05%	422
2021 Q4	$275K	Sell	3,151 -130	-4%	-$10.7K	0.04%	400
2021 Q3	$259K	Hold	3,281	–	–	0.05%	409
2021 Q2	$242K	Sell	3,281 -65	-2%	-$5.04K	0.04%	423
2021 Q1	$249K	Sell	3,346 -70	-2%	-$4.83K	0.05%	400
2020 Q4	$220K	Hold	3,416	–	–	0.04%	409
2020 Q3	$203K	Buy	+3,416	New	+$211K	0.05%	397
2020 Q2	–	Sell	-3,488	Closed	-$202K	–	444
2020 Q1	$202K	Buy	3,488 +1,171	+51%	+$87.5K	0.06%	368
2019 Q4	$211K	Buy	+2,317	New	+$199K	0.05%	412

Other funds holding TSN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Tyson Foods (TSN) in Q2 2026: 2,185 shares worth $125K. The stake represents 0.01% of the portfolio and ranks #630 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in TSN as recently as Q4 2022.

Institute for Wealth Management first reported a position in TSN in Q4 2019 and has held it in 13 quarters since. The position peaked at $306K in Q1 2022. 879 funds tracked by Wall St. Rank hold TSN as of Q2 2026.

Institute for Wealth Management held 2,185 shares of Tyson Foods worth $125K as of Q2 2026.
Tyson Foods was a new Institute for Wealth Management position in Q2 2026.
Tyson Foods made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #630 holding.
Institute for Wealth Management first reported a position in Tyson Foods in Q4 2019 and has held it in 13 quarters since.
Institute for Wealth Management's Tyson Foods position peaked at $306K in Q1 2022.
879 funds tracked by Wall St. Rank held Tyson Foods as of Q2 2026.

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