LBC
QQQ icon

Lane Brothers & Co’s Invesco QQQ Trust QQQ Stock Holding History

Lane Brothers & Co’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$259K Sell
352
-59
-14% -$40.6K 0.17% 77
2026
Q1 		$237K Sell
411
-76
-16% -$46.2K 0.17% 76
2025
Q4 		$299K Buy
+487
New +$299K 0.22% 61

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lane Brothers & Co's QQQ Position: Q2 2026 in Review

Lane Brothers & Co reduced its Invesco QQQ Trust (QQQ) stake by 14% in Q2 2026, selling an estimated $40.6K and leaving 352 shares worth $259K. The position accounts for 0.17% of the portfolio, ranked #77.

Lane Brothers & Co first reported a position in QQQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $299K in Q4 2025. 3,979 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Lane Brothers & Co held 352 shares of Invesco QQQ Trust worth $259K as of Q2 2026.
  • Lane Brothers & Co sold 59 Invesco QQQ Trust shares in Q2 2026, an estimated $40.6K.
  • Invesco QQQ Trust made up 0.17% of Lane Brothers & Co's portfolio in Q2 2026, its #77 holding.
  • Lane Brothers & Co first reported a position in Invesco QQQ Trust in Q4 2025 and has held it in 3 quarters since.
  • Lane Brothers & Co's Invesco QQQ Trust position peaked at $299K in Q4 2025.
  • 3,979 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Lane Brothers & Co's 13F filing for Q2 2026, filed 5 Aug 2026.