LWM
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LeConte Wealth Management’s Coinbase COIN Stock Holding History

LeConte Wealth Management’s Portfolio COIN Stock Details COIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,217
Closed -$275K – 157
2025
Q4 		$275K Buy
1,217
+269
+28% +$80.2K 0.18% 89
2025
Q3 		$320K Buy
948
+97
+11% +$32.9K 0.21% 73
2025
Q2 		$298K Buy
+851
New +$199K 0.2% 64

Other funds holding COIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LeConte Wealth Management's COIN Position: Q1 2026 in Review

LeConte Wealth Management sold out of Coinbase (COIN) in Q1 2026, closing a stake of 1,217 shares — an estimated $275K sold.

LeConte Wealth Management first reported a position in COIN in Q2 2025 and held it in 3 quarters. The position peaked at $320K in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • LeConte Wealth Management reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • LeConte Wealth Management sold 1,217 Coinbase shares in Q1 2026, an estimated $275K.
  • LeConte Wealth Management first reported a position in Coinbase in Q2 2025 and held it in 3 quarters.
  • LeConte Wealth Management's Coinbase position peaked at $320K in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on LeConte Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.