LWMI
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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
Q2 		$1.05M Buy
16,951
+16,735
+7,748% +$1.04M 0.43% 64
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 $6.73T AUM 46.02% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Legacy Wealth Management (Idaho)'s O Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its Realty Income (O) stake by 7,748% in Q2 2026, buying an estimated $1.04M and bringing the position to 16,951 shares worth $1.05M. The position accounts for 0.43% of the portfolio, ranked #64.

Legacy Wealth Management (Idaho) first reported a position in O in Q3 2024 and has held it in 8 quarters since. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 16,951 shares of Realty Income worth $1.05M as of Q2 2026.
  • Legacy Wealth Management (Idaho) bought 16,735 Realty Income shares in Q2 2026, an estimated $1.04M.
  • Realty Income made up 0.43% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #64 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Realty Income in Q3 2024 and has held it in 8 quarters since.
  • 1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.