Lakeridge Wealth Management’s Cabot Corp CBT Stock Holding History

Lakeridge Wealth Management’s Portfolio CBT Stock Details CBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$257K	Hold	2,835	–	–	0.09%	159
2026 Q1	$214K	Buy	+2,835	New	+$206K	0.09%	161
2025 Q4	–	Sell	-2,835	Closed	-$216K	–	159
2025 Q3	$216K	Hold	2,835	–	–	0.1%	142
2025 Q2	$213K	Hold	2,835	–	–	0.1%	143
2025 Q1	$236K	Hold	2,835	–	–	0.12%	135
2024 Q4	$259K	Hold	2,835	–	–	0.13%	130
2024 Q3	$317K	Hold	2,835	–	–	0.17%	107
2024 Q2	$261K	Hold	2,835	–	–	0.16%	119
2024 Q1	$261K	Hold	2,835	–	–	0.17%	108
2023 Q4	$237K	Buy	+2,835	New	+$211K	0.17%	106

Other funds holding CBT

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return