LWM
XYZ

LeConte Wealth Management’s Block Inc XYZ Stock Holding History

LeConte Wealth Management’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
2026
Q1 		$235K Buy
3,898
+415
+12% +$25.2K 0.15% 120
2025
Q4 		$227K Buy
3,483
+430
+14% +$29.7K 0.15% 119
2025
Q3 		$221K Buy
+3,053
New +$229K 0.15% 116

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

LeConte Wealth Management increased its Block Inc (XYZ) stake by 12% in Q1 2026, buying an estimated $25.2K and bringing the position to 3,898 shares worth $235K. The position accounts for 0.15% of the portfolio, ranked #120.

LeConte Wealth Management first reported a position in XYZ in Q3 2025 and has held it in 3 quarters since. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • LeConte Wealth Management held 3,898 shares of Block Inc worth $235K as of Q1 2026.
  • LeConte Wealth Management bought 415 Block Inc shares in Q1 2026, an estimated $25.2K.
  • Block Inc made up 0.15% of LeConte Wealth Management's portfolio in Q1 2026, its #120 holding.
  • LeConte Wealth Management first reported a position in Block Inc in Q3 2025 and has held it in 3 quarters since.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

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