LWM
XYZ

LJI Wealth Management’s Block Inc XYZ Stock Holding History

LJI Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,110
Closed -$483K – 208
2025
Q2 		$483K Buy
7,110
+1,340
+23% +$78K 0.08% 92
2025
Q1 		$313K Buy
+5,770
New +$431K 0.06% 131

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

LJI Wealth Management's XYZ Position: Q3 2025 in Review

LJI Wealth Management sold out of Block Inc (XYZ) in Q3 2025, closing a stake of 7,110 shares — an estimated $483K sold.

LJI Wealth Management first reported a position in XYZ in Q1 2025 and held it in 2 quarters. The position peaked at $483K in Q2 2025. 1,031 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

  • LJI Wealth Management reported no remaining Block Inc position as of Q3 2025 after selling out during the quarter.
  • LJI Wealth Management sold 7,110 Block Inc shares in Q3 2025, an estimated $483K.
  • LJI Wealth Management first reported a position in Block Inc in Q1 2025 and held it in 2 quarters.
  • LJI Wealth Management's Block Inc position peaked at $483K in Q2 2025.
  • 1,031 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on LJI Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.