LWMI
PMI

Legacy Wealth Management (Idaho)’s Picard Medical PMI Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio PMI Stock Details PMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$52 Hold
50
– – ﹤0.01% 1021
2025
Q4 		$88 Buy
+50
New +$235 ﹤0.01% 901

Other funds holding PMI

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Legacy Wealth Management (Idaho) held its Picard Medical (PMI) position steady in Q1 2026 at 50 shares worth $52. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Legacy Wealth Management (Idaho) first reported a position in PMI in Q4 2025 and has held it in 2 quarters since. The position peaked at $88 in Q4 2025. 41 funds tracked by Wall St. Rank hold PMI as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 50 shares of Picard Medical worth $52 as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its Picard Medical share count unchanged in Q1 2026.
  • Picard Medical made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #1021 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Picard Medical in Q4 2025 and has held it in 2 quarters since.
  • Legacy Wealth Management (Idaho)'s Picard Medical position peaked at $88 in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Picard Medical as of Q1 2026.

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