Lewis Asset Management’s QXO Inc QXO Stock Holding History

Lewis Asset Management’s Portfolio QXO Stock Details QXO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.94M	Buy	251,090 +19,940	+9%	+$274K	1%	23
2026 Q2	$3.99M	Buy	231,150 +14,350	+7%	+$267K	1.4%	15
2026 Q1	$4.21M	Buy	216,800 +34,020	+19%	+$778K	1.72%	12
2025 Q4	$3.53M	Buy	182,780 +22,300	+14%	+$427K	1.44%	15
2025 Q3	$3.06M	Buy	160,480 +33,250	+26%	+$688K	1.26%	16
2025 Q2	$2.74M	Buy	127,230 +114,330	+886%	+$1.88M	1.29%	17
2025 Q1	$175K	Buy	12,900 +2,000	+18%	+$27.2K	0.14%	127
2024 Q4	$173K	Sell	10,900 -1,000	-8%	-$15.7K	0.13%	127
2024 Q3	$188K	Buy	+11,900	New	+$347K	0.14%	130

Other funds holding QXO

MTCO Ltd Nassau $155M AUM 36.49% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

CCIA

Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Lewis Asset Management's QXO Position: Q3 2026 in Review

Lewis Asset Management increased its QXO Inc (QXO) stake by 8.6% in Q3 2026, buying an estimated $274K and bringing the position to 251,090 shares worth $2.94M. The position accounts for 1% of the portfolio, ranked #23.

Lewis Asset Management first reported a position in QXO in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.21M in Q1 2026. 59 funds tracked by Wall St. Rank hold QXO as of Q3 2026.

Lewis Asset Management held 251,090 shares of QXO Inc worth $2.94M as of Q3 2026.
Lewis Asset Management bought 19,940 QXO Inc shares in Q3 2026, an estimated $274K.
QXO Inc made up 1% of Lewis Asset Management's portfolio in Q3 2026, its #23 holding.
Lewis Asset Management first reported a position in QXO Inc in Q3 2024 and has held it in 9 quarters since.
Lewis Asset Management's QXO Inc position peaked at $4.21M in Q1 2026.
59 funds tracked by Wall St. Rank held QXO Inc as of Q3 2026.

Based on Lewis Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.