LM Advisors’s Flex FLEX Stock Holding History

LM Advisors’s Portfolio FLEX Stock Details FLEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-30,430	Closed	-$1.01M	–	209
2025 Q1	$1.01M	Buy	+30,430	New	+$1.19M	0.18%	87
2024 Q2	–	Sell	-13,440	Closed	-$385K	–	200
2024 Q1	$385K	Sell	13,440 -4,395	-25%	-$115K	0.06%	154
2023 Q4	$409K	Buy	+17,835	New	+$357K	0.08%	130

Other funds holding FLEX

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LM Advisors's FLEX Position: Q2 2025 in Review

LM Advisors sold out of Flex (FLEX) in Q2 2025, closing a stake of 30,430 shares — an estimated $1.01M sold.

LM Advisors first reported a position in FLEX in Q4 2023 and held it in 3 quarters. The position peaked at $1.01M in Q1 2025. 647 funds tracked by Wall St. Rank hold FLEX as of Q2 2025.

LM Advisors reported no remaining Flex position as of Q2 2025 after selling out during the quarter.
LM Advisors sold 30,430 Flex shares in Q2 2025, an estimated $1.01M.
LM Advisors first reported a position in Flex in Q4 2023 and held it in 3 quarters.
LM Advisors's Flex position peaked at $1.01M in Q1 2025.
647 funds tracked by Wall St. Rank held Flex as of Q2 2025.

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