LCWP
GL icon

Legacy Capital Wealth Partners’s Globe Life GL Stock Holding History

Legacy Capital Wealth Partners’s Portfolio GL Stock Details GL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$434K Sell
2,430
-183
-7% -$28.6K 0.08% 223
2026
Q1 		$364K Sell
2,613
-10
-0.4% -$1.41K 0.07% 265
2025
Q4 		$367K Sell
2,623
-24
-0.9% -$3.25K 0.08% 260
2025
Q3 		$378K Sell
2,647
-1,463
-36% -$198K 0.08% 259
2025
Q2 		$511K Sell
4,110
-84
-2% -$10.2K 0.12% 192
2025
Q1 		$552K Buy
4,194
+36
+0.9% +$4.41K 0.14% 162
2024
Q4 		$464K Sell
4,158
-91
-2% -$9.82K 0.11% 194
2024
Q3 		$450K Buy
+4,249
New +$407K 0.09% 212
2024
Q1 		– Sell
-3,493
Closed -$425K – 198
2023
Q4 		$425K Buy
3,493
+81
+2% +$9.52K 0.12% 170
2023
Q3 		$371K Buy
+3,412
New +$381K 0.1% 187
2023
Q2 		– Sell
-2,602
Closed -$286K – 112
2023
Q1 		$286K Buy
+2,602
New +$305K 0.08% 199

Other funds holding GL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Legacy Capital Wealth Partners's GL Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Globe Life (GL) stake by 7% in Q2 2026, selling an estimated $28.6K and leaving 2,430 shares worth $434K. The position accounts for 0.08% of the portfolio, ranked #223.

Legacy Capital Wealth Partners first reported a position in GL in Q1 2023 and has held it in 11 quarters since. The position peaked at $552K in Q1 2025. 703 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Legacy Capital Wealth Partners held 2,430 shares of Globe Life worth $434K as of Q2 2026.
  • Legacy Capital Wealth Partners sold 183 Globe Life shares in Q2 2026, an estimated $28.6K.
  • Globe Life made up 0.08% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #223 holding.
  • Legacy Capital Wealth Partners first reported a position in Globe Life in Q1 2023 and has held it in 11 quarters since.
  • Legacy Capital Wealth Partners's Globe Life position peaked at $552K in Q1 2025.
  • 703 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.