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Larry Mathis Financial Planning’s Tapestry TPR Stock Holding History

Larry Mathis Financial Planning’s Portfolio TPR Stock Details TPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,674
Closed -$236K – 188
2026
Q1 		$236K Sell
1,674
-36
-2% -$5.1K 0.21% 132
2025
Q4 		$218K Buy
+1,710
New +$195K 0.19% 144

Other funds holding TPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Larry Mathis Financial Planning's TPR Position: Q2 2026 in Review

Larry Mathis Financial Planning sold out of Tapestry (TPR) in Q2 2026, closing a stake of 1,674 shares — an estimated $236K sold.

Larry Mathis Financial Planning first reported a position in TPR in Q4 2025 and held it in 2 quarters. The position peaked at $236K in Q1 2026. 1,088 funds tracked by Wall St. Rank hold TPR as of Q2 2026.

  • Larry Mathis Financial Planning reported no remaining Tapestry position as of Q2 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 1,674 Tapestry shares in Q2 2026, an estimated $236K.
  • Larry Mathis Financial Planning first reported a position in Tapestry in Q4 2025 and held it in 2 quarters.
  • Larry Mathis Financial Planning's Tapestry position peaked at $236K in Q1 2026.
  • 1,088 funds tracked by Wall St. Rank held Tapestry as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.