LWMI
COIN icon

Legacy Wealth Management (Idaho)’s Coinbase COIN Stock Holding History

Legacy Wealth Management (Idaho)’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 		$29.2K Sell
167
-40
-19% -$7.87K 0.01% 341
2025
Q4 		$46.8K Buy
207
+182
+728% +$54.2K 0.02% 227
2025
Q3 		$8.44K Sell
25
-1
-4% -$339 ﹤0.01% 367
2025
Q2 		$9.11K Sell
26
-25
-49% -$5.84K ﹤0.01% 331
2025
Q1 		$8.78K Sell
51
-20
-28% -$4.84K 0.01% 353
2024
Q4 		$19.5K Hold
71
– – 0.01% 222
2024
Q3 		$20.2K Buy
+71
New +$14.2K 0.01% 221

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

Legacy Wealth Management (Idaho)'s COIN Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its Coinbase (COIN) stake by 19% in Q1 2026, selling an estimated $7.87K and leaving 167 shares worth $29.2K. The position accounts for 0.01% of the portfolio, ranked #341.

Legacy Wealth Management (Idaho) first reported a position in COIN in Q3 2024 and has held it in 7 quarters since. The position peaked at $46.8K in Q4 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 167 shares of Coinbase worth $29.2K as of Q1 2026.
  • Legacy Wealth Management (Idaho) sold 40 Coinbase shares in Q1 2026, an estimated $7.87K.
  • Coinbase made up 0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #341 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Coinbase in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s Coinbase position peaked at $46.8K in Q4 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.