Lantern Wealth Advisors’s Nike NKE Stock Holding History

Lantern Wealth Advisors’s Portfolio NKE Stock Details NKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$285K	Buy	5,398 +351	+7%	+$21.3K	0.15%	141
2025 Q4	$322K	Sell	5,047 -7,730	-60%	-$504K	0.17%	119
2025 Q3	$878K	Buy	12,777 +67	+0.5%	+$4.99K	0.47%	51
2025 Q2	$328K	Buy	+12,710	New	+$763K	0.2%	108
2024 Q4	$251K	Hold	12,238	–	–	0.16%	113
2024 Q3	$292K	Sell	12,238 -33	-0.3%	-$2.59K	0.2%	96
2024 Q2	$253K	Sell	12,271 -104	-0.8%	-$9.66K	0.18%	102
2024 Q1	$1.16M	Buy	12,375 +205	+2%	+$20.9K	0.82%	35
2023 Q4	$1.32M	Buy	+12,170	New	+$1.31M	1.04%	27

Other funds holding NKE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lantern Wealth Advisors's NKE Position: Q1 2026 in Review

Lantern Wealth Advisors increased its Nike (NKE) stake by 7% in Q1 2026, buying an estimated $21.3K and bringing the position to 5,398 shares worth $285K. The position accounts for 0.15% of the portfolio, ranked #141.

Lantern Wealth Advisors first reported a position in NKE in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.32M in Q4 2023. 1,912 funds tracked by Wall St. Rank hold NKE as of Q1 2026.

Lantern Wealth Advisors held 5,398 shares of Nike worth $285K as of Q1 2026.
Lantern Wealth Advisors bought 351 Nike shares in Q1 2026, an estimated $21.3K.
Nike made up 0.15% of Lantern Wealth Advisors's portfolio in Q1 2026, its #141 holding.
Lantern Wealth Advisors first reported a position in Nike in Q4 2023 and has held it in 9 quarters since.
Lantern Wealth Advisors's Nike position peaked at $1.32M in Q4 2023.
1,912 funds tracked by Wall St. Rank held Nike as of Q1 2026.

Based on Lantern Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.