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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LCM Capital Management's QQQ Position: Q1 2026 in Review

LCM Capital Management held its Invesco QQQ Trust (QQQ) position steady in Q1 2026 at 626 shares worth $361K. The position accounts for 0.18% of the portfolio, ranked #68.

LCM Capital Management first reported a position in QQQ in Q1 2024 and has held it in 9 quarters since. The position peaked at $385K in Q4 2025. 3,826 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

LCM Capital Management held 626 shares of Invesco QQQ Trust worth $361K as of Q1 2026.
LCM Capital Management left its Invesco QQQ Trust share count unchanged in Q1 2026.
Invesco QQQ Trust made up 0.18% of LCM Capital Management's portfolio in Q1 2026, its #68 holding.
LCM Capital Management first reported a position in Invesco QQQ Trust in Q1 2024 and has held it in 9 quarters since.
LCM Capital Management's Invesco QQQ Trust position peaked at $385K in Q4 2025.
3,826 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on LCM Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.