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Lakeridge Wealth Management’s Avery Dennison AVY Stock Holding History

Lakeridge Wealth Management’s Portfolio AVY Stock Details AVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$326K Buy
2,006
+22
+1% +$3.58K 0.12% 137
2026
Q1 		$343K Buy
1,984
+11
+0.6% +$2.02K 0.15% 121
2025
Q4 		$359K Buy
1,973
+18
+0.9% +$3.11K 0.16% 117
2025
Q3 		$317K Buy
1,955
+11
+0.6% +$1.9K 0.14% 118
2025
Q2 		$341K Buy
1,944
+93
+5% +$16.3K 0.16% 110
2025
Q1 		$329K Buy
1,851
+9
+0.5% +$1.66K 0.16% 111
2024
Q4 		$345K Buy
1,842
+7
+0.4% +$1.43K 0.18% 105
2024
Q3 		$405K Buy
1,835
+8
+0.4% +$1.73K 0.22% 88
2024
Q2 		$400K Buy
1,827
+7
+0.4% +$1.55K 0.24% 81
2024
Q1 		$406K Buy
1,820
+7
+0.4% +$1.45K 0.26% 73
2023
Q4 		$366K Buy
+1,813
New +$339K 0.27% 76

Other funds holding AVY

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lakeridge Wealth Management's AVY Position: Q2 2026 in Review

Lakeridge Wealth Management increased its Avery Dennison (AVY) stake by 1.1% in Q2 2026, buying an estimated $3.58K and bringing the position to 2,006 shares worth $326K. The position accounts for 0.12% of the portfolio, ranked #137.

Lakeridge Wealth Management first reported a position in AVY in Q4 2023 and has held it in 11 quarters since. The position peaked at $406K in Q1 2024. 78 funds tracked by Wall St. Rank hold AVY as of Q2 2026.

  • Lakeridge Wealth Management held 2,006 shares of Avery Dennison worth $326K as of Q2 2026.
  • Lakeridge Wealth Management bought 22 Avery Dennison shares in Q2 2026, an estimated $3.58K.
  • Avery Dennison made up 0.12% of Lakeridge Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Lakeridge Wealth Management first reported a position in Avery Dennison in Q4 2023 and has held it in 11 quarters since.
  • Lakeridge Wealth Management's Avery Dennison position peaked at $406K in Q1 2024.
  • 78 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.