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Legacy Wealth Management (Idaho)’s Sylvamo SLVM Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio SLVM Stock Details SLVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-85
Closed -$3.59K – 822
2026
Q1 		$3.59K Sell
85
-24
-22% -$1.12K ﹤0.01% 682
2025
Q4 		$5.25K Buy
109
+35
+47% +$1.59K ﹤0.01% 524
2025
Q3 		$3.27K Sell
74
-7
-9% -$324 ﹤0.01% 480
2025
Q2 		$4.06K Hold
81
– – ﹤0.01% 422
2025
Q1 		$5.43K Hold
81
– – ﹤0.01% 416
2024
Q4 		$6.23K Buy
81
+7
+9% +$604 ﹤0.01% 353
2024
Q3 		$6.02K Buy
+74
New +$5.52K ﹤0.01% 375

Other funds holding SLVM

AF
Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Legacy Wealth Management (Idaho) sold out of Sylvamo (SLVM) in Q2 2026, closing a stake of 85 shares — an estimated $3.59K sold.

Legacy Wealth Management (Idaho) first reported a position in SLVM in Q3 2024 and held it in 7 quarters. The position peaked at $6.23K in Q4 2024. 333 funds tracked by Wall St. Rank hold SLVM as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Sylvamo position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 85 Sylvamo shares in Q2 2026, an estimated $3.59K.
  • Legacy Wealth Management (Idaho) first reported a position in Sylvamo in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Sylvamo position peaked at $6.23K in Q4 2024.
  • 333 funds tracked by Wall St. Rank held Sylvamo as of Q2 2026.

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