LM Advisors’s Coinbase COIN Stock Holding History

LM Advisors’s Portfolio COIN Stock Details COIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-60,000	Closed	-$18M	–	216
2024 Q4	$18M	Buy	+60,000	New	+$15.2M	3.22%	8
2024 Q1	–	Sell	-634	Closed	-$110K	–	307
2023 Q4	$110K	Buy	+634	New	+$69.2K	0.02%	244

Other funds holding COIN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

LM Advisors's COIN Position: Q1 2025 in Review

LM Advisors sold out of Coinbase (COIN) in Q1 2025, closing a stake of 60,000 shares — an estimated $18M sold.

LM Advisors first reported a position in COIN in Q4 2023 and held it in 2 quarters. The position peaked at $18M in Q4 2024. 1,001 funds tracked by Wall St. Rank hold COIN as of Q1 2025.

LM Advisors reported no remaining Coinbase position as of Q1 2025 after selling out during the quarter.
LM Advisors sold 60,000 Coinbase shares in Q1 2025, an estimated $18M.
LM Advisors first reported a position in Coinbase in Q4 2023 and held it in 2 quarters.
LM Advisors's Coinbase position peaked at $18M in Q4 2024.
1,001 funds tracked by Wall St. Rank held Coinbase as of Q1 2025.

Based on LM Advisors's 13F filing for Q1 2025, filed 13 May 2025.