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Legacy Wealth Management (Idaho)’s Realty Income O Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.2K Sell
216
-79
-27% -$4.95K 0.01% 440
2025
Q4 		$16.6K Buy
295
+7
+2% +$405 0.01% 350
2025
Q3 		$17.5K Buy
288
+88
+44% +$5.13K 0.01% 281
2025
Q2 		$11.5K Hold
200
– – 0.01% 296
2025
Q1 		$11.6K Hold
200
– – 0.01% 304
2024
Q4 		$10.8K Hold
200
– – 0.01% 276
2024
Q3 		$11.4K Buy
+200
New +$11.9K 0.01% 292

Other funds holding O

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Legacy Wealth Management (Idaho) reduced its Realty Income (O) stake by 27% in Q1 2026, selling an estimated $4.95K and leaving 216 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #440.

Legacy Wealth Management (Idaho) first reported a position in O in Q3 2024 and has held it in 7 quarters since. The position peaked at $17.5K in Q3 2025. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 216 shares of Realty Income worth $13.2K as of Q1 2026.
  • Legacy Wealth Management (Idaho) sold 79 Realty Income shares in Q1 2026, an estimated $4.95K.
  • Realty Income made up 0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #440 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Realty Income in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s Realty Income position peaked at $17.5K in Q3 2025.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

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