LWMI
TEM

Legacy Wealth Management (Idaho)’s Tempus AI TEM Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio TEM Stock Details TEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3
Closed -$191 – 836
2025
Q2 		$191 Hold
3
– – ﹤0.01% 711
2025
Q1 		$145 Hold
3
– – ﹤0.01% 784
2024
Q4 		$207 Buy
+3
New +$148 ﹤0.01% 718

Other funds holding TEM

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s TEM Position: Q3 2025 in Review

Legacy Wealth Management (Idaho) sold out of Tempus AI (TEM) in Q3 2025, closing a stake of 3 shares — an estimated $191 sold.

Legacy Wealth Management (Idaho) first reported a position in TEM in Q4 2024 and held it in 3 quarters. The position peaked at $207 in Q4 2024. 440 funds tracked by Wall St. Rank hold TEM as of Q3 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Tempus AI position as of Q3 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 3 Tempus AI shares in Q3 2025, an estimated $191.
  • Legacy Wealth Management (Idaho) first reported a position in Tempus AI in Q4 2024 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s Tempus AI position peaked at $207 in Q4 2024.
  • 440 funds tracked by Wall St. Rank held Tempus AI as of Q3 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q3 2025, filed 12 Nov 2025.