L.M. Kohn & Company’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

L.M. Kohn & Company’s Portfolio STK Stock Details STK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-13,257	Closed	-$403K	–	258
2025 Q2	$403K	Buy	13,257 +1,322	+11%	+$37.3K	0.11%	161
2025 Q1	$334K	Buy	11,935 +2,296	+24%	+$72.2K	0.09%	186
2024 Q4	$308K	Sell	9,639 -441	-4%	-$14.7K	0.08%	186
2024 Q3	$338K	Sell	10,080 -160	-2%	-$5.21K	0.09%	192
2024 Q2	$341K	Sell	10,240 -58	-0.6%	-$1.85K	0.09%	186
2024 Q1	$328K	Buy	10,298 +220	+2%	+$7.08K	0.09%	193
2023 Q4	$318K	Buy	10,078 +147	+1%	+$4.25K	0.1%	175
2023 Q3	$270K	Buy	9,931 +1,185	+14%	+$35K	0.1%	184
2023 Q2	$268K	Sell	8,746 -69	-0.8%	-$1.94K	0.1%	183
2023 Q1	$245K	Buy	+8,815	New	+$231K	0.1%	183

Other funds holding STK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

L.M. Kohn & Company's STK Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q3 2025, closing a stake of 13,257 shares — an estimated $403K sold.

L.M. Kohn & Company first reported a position in STK in Q1 2023 and held it in 10 quarters. The position peaked at $403K in Q2 2025. 63 funds tracked by Wall St. Rank hold STK as of Q3 2025.

L.M. Kohn & Company reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q3 2025 after selling out during the quarter.
L.M. Kohn & Company sold 13,257 Columbia Seligman Premium Technology Growth Fund shares in Q3 2025, an estimated $403K.
L.M. Kohn & Company first reported a position in Columbia Seligman Premium Technology Growth Fund in Q1 2023 and held it in 10 quarters.
L.M. Kohn & Company's Columbia Seligman Premium Technology Growth Fund position peaked at $403K in Q2 2025.
63 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.