LM Advisors’s Allstate ALL Stock Holding History

LM Advisors’s Portfolio ALL Stock Details ALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,489	Closed	-$515K	–	189
2025 Q1	$515K	Buy	+2,489	New	+$485K	0.09%	150

Other funds holding ALL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LM Advisors's ALL Position: Q2 2025 in Review

LM Advisors sold out of Allstate (ALL) in Q2 2025, closing a stake of 2,489 shares — an estimated $515K sold.

LM Advisors first reported a position in ALL in Q1 2025 and held it in 1 quarter. The position peaked at $515K in Q1 2025. 1,575 funds tracked by Wall St. Rank hold ALL as of Q2 2025.

LM Advisors reported no remaining Allstate position as of Q2 2025 after selling out during the quarter.
LM Advisors sold 2,489 Allstate shares in Q2 2025, an estimated $515K.
LM Advisors first reported a position in Allstate in Q1 2025 and held it in 1 quarter.
LM Advisors's Allstate position peaked at $515K in Q1 2025.
1,575 funds tracked by Wall St. Rank held Allstate as of Q2 2025.

Based on LM Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.