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LJI Wealth Management’s Adobe ADBE Stock Holding History

LJI Wealth Management’s Portfolio ADBE Stock Details ADBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-850
Closed -$206K – 202
2026
Q1 		$206K Buy
850
+91
+12% +$25.2K 0.03% 180
2025
Q4 		$265K Sell
759
-143
-16% -$48.6K 0.04% 169
2025
Q3 		$318K Buy
902
+200
+28% +$71.8K 0.06% 128
2025
Q2 		$272K Sell
702
-100
-12% -$38.5K 0.05% 154
2025
Q1 		$308K Buy
802
+99
+14% +$42.5K 0.06% 134
2024
Q4 		$313K Buy
703
+1
+0.1% +$495 0.06% 132
2024
Q3 		$363K Hold
702
– – 0.07% 136
2024
Q2 		$390K Hold
702
– – 0.09% 120
2024
Q1 		$354K Buy
702
+9
+1% +$5.16K 0.09% 107
2023
Q4 		$413K Sell
693
-4
-0.6% -$2.31K 0.11% 101
2023
Q3 		$355K Buy
697
+116
+20% +$60.9K 0.1% 105
2023
Q2 		$284K Hold
581
– – 0.08% 122
2023
Q1 		$224K Buy
+581
New +$206K 0.07% 138

Other funds holding ADBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

LJI Wealth Management's ADBE Position: Q2 2026 in Review

LJI Wealth Management sold out of Adobe (ADBE) in Q2 2026, closing a stake of 850 shares — an estimated $206K sold.

LJI Wealth Management first reported a position in ADBE in Q1 2023 and held it in 13 quarters. The position peaked at $413K in Q4 2023. 1,998 funds tracked by Wall St. Rank hold ADBE as of Q2 2026.

  • LJI Wealth Management reported no remaining Adobe position as of Q2 2026 after selling out during the quarter.
  • LJI Wealth Management sold 850 Adobe shares in Q2 2026, an estimated $206K.
  • LJI Wealth Management first reported a position in Adobe in Q1 2023 and held it in 13 quarters.
  • LJI Wealth Management's Adobe position peaked at $413K in Q4 2023.
  • 1,998 funds tracked by Wall St. Rank held Adobe as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.