LIA
XYZ

LBMC Investment Advisors’s Block Inc XYZ Stock Holding History

LBMC Investment Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,042
Closed -$344K – 208
2024
Q4 		$344K Sell
4,042
-500
-11% -$41K 0.03% 150
2024
Q3 		$305K Hold
4,542
– – 0.02% 151
2024
Q2 		$293K Hold
4,542
– – 0.03% 146
2024
Q1 		$384K Buy
+4,542
New +$329K 0.03% 119

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

LBMC Investment Advisors's XYZ Position: Q1 2025 in Review

LBMC Investment Advisors sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 4,042 shares — an estimated $344K sold.

LBMC Investment Advisors first reported a position in XYZ in Q1 2024 and held it in 4 quarters. The position peaked at $384K in Q1 2024. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • LBMC Investment Advisors reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • LBMC Investment Advisors sold 4,042 Block Inc shares in Q1 2025, an estimated $344K.
  • LBMC Investment Advisors first reported a position in Block Inc in Q1 2024 and held it in 4 quarters.
  • LBMC Investment Advisors's Block Inc position peaked at $384K in Q1 2024.
  • 1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on LBMC Investment Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.