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
Q2 		$371K Buy
4,880
+982
+25% +$69K 0.2% 91
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

LeConte Wealth Management's XYZ Position: Q2 2026 in Review

LeConte Wealth Management increased its Block Inc (XYZ) stake by 25% in Q2 2026, buying an estimated $69K and bringing the position to 4,880 shares worth $371K. The position accounts for 0.2% of the portfolio, ranked #91.

LeConte Wealth Management first reported a position in XYZ in Q3 2025 and has held it in 4 quarters since. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • LeConte Wealth Management held 4,880 shares of Block Inc worth $371K as of Q2 2026.
  • LeConte Wealth Management bought 982 Block Inc shares in Q2 2026, an estimated $69K.
  • Block Inc made up 0.2% of LeConte Wealth Management's portfolio in Q2 2026, its #91 holding.
  • LeConte Wealth Management first reported a position in Block Inc in Q3 2025 and has held it in 4 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on LeConte Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.