LCM
QQQ icon

LCM Capital Management’s Invesco QQQ Trust QQQ Stock Holding History

LCM Capital Management’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 		$483K Buy
656
+30
+5% +$20.6K 0.21% 60
2026
Q1 		$361K Hold
626
– – 0.18% 68
2025
Q4 		$385K Buy
626
+23
+4% +$14.1K 0.19% 64
2025
Q3 		$362K Hold
603
– – 0.17% 68
2025
Q2 		$333K Buy
603
+43
+8% +$21.4K 0.17% 74
2025
Q1 		$263K Sell
560
-8
-1% -$4.07K 0.15% 82
2024
Q4 		$290K Buy
568
+19
+3% +$9.61K 0.16% 74
2024
Q3 		$268K Sell
549
-1
-0.2% -$473 0.15% 76
2024
Q2 		$264K Sell
550
-9
-2% -$4.05K 0.16% 70
2024
Q1 		$248K Buy
+559
New +$240K 0.16% 76

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

LCM Capital Management's QQQ Position: Q2 2026 in Review

LCM Capital Management increased its Invesco QQQ Trust (QQQ) stake by 4.8% in Q2 2026, buying an estimated $20.6K and bringing the position to 656 shares worth $483K. The position accounts for 0.21% of the portfolio, ranked #60.

LCM Capital Management first reported a position in QQQ in Q1 2024 and has held it in 10 quarters since. 4,011 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • LCM Capital Management held 656 shares of Invesco QQQ Trust worth $483K as of Q2 2026.
  • LCM Capital Management bought 30 Invesco QQQ Trust shares in Q2 2026, an estimated $20.6K.
  • Invesco QQQ Trust made up 0.21% of LCM Capital Management's portfolio in Q2 2026, its #60 holding.
  • LCM Capital Management first reported a position in Invesco QQQ Trust in Q1 2024 and has held it in 10 quarters since.
  • 4,011 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on LCM Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.