Legacy Capital Wealth Partners’s Jones Lang LaSalle JLL Stock Holding History

Legacy Capital Wealth Partners’s Portfolio JLL Stock Details JLL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$442K	Sell	1,425 -14	-1%	-$4.35K	0.08%	216
2026 Q1	$438K	Sell	1,439 -32	-2%	-$10.3K	0.09%	225
2025 Q4	$495K	Sell	1,471 -41	-3%	-$12.9K	0.11%	206
2025 Q3	$451K	Sell	1,512 -619	-29%	-$177K	0.1%	222
2025 Q2	$545K	Sell	2,131 -3	-0.1%	-$688	0.12%	179
2025 Q1	$529K	Sell	2,134 -7	-0.3%	-$1.84K	0.13%	173
2024 Q4	$542K	Sell	2,141 -2,159	-50%	-$575K	0.13%	158
2024 Q3	$1.16M	Buy	4,300 +1,875	+77%	+$455K	0.23%	90
2024 Q2	$498K	Buy	+2,425	New	+$471K	0.13%	164
2024 Q1	–	Sell	-2,167	Closed	-$409K	–	232
2023 Q4	$409K	Buy	2,167 +2	+0.1%	+$303	0.12%	173
2023 Q3	$306K	Buy	+2,165	New	+$354K	0.08%	211
2023 Q2	–	Sell	-1,720	Closed	-$250K	–	139
2023 Q1	$250K	Buy	+1,720	New	+$287K	0.07%	218

Other funds holding JLL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Legacy Capital Wealth Partners reduced its Jones Lang LaSalle (JLL) stake by 0.97% in Q2 2026, selling an estimated $4.35K and leaving 1,425 shares worth $442K. The position accounts for 0.08% of the portfolio, ranked #216.

Legacy Capital Wealth Partners first reported a position in JLL in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.16M in Q3 2024. 665 funds tracked by Wall St. Rank hold JLL as of Q2 2026.

Legacy Capital Wealth Partners held 1,425 shares of Jones Lang LaSalle worth $442K as of Q2 2026.
Legacy Capital Wealth Partners sold 14 Jones Lang LaSalle shares in Q2 2026, an estimated $4.35K.
Jones Lang LaSalle made up 0.08% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #216 holding.
Legacy Capital Wealth Partners first reported a position in Jones Lang LaSalle in Q1 2023 and has held it in 12 quarters since.
Legacy Capital Wealth Partners's Jones Lang LaSalle position peaked at $1.16M in Q3 2024.
665 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2026.

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