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LM Advisors’s Moderna MRNA Stock Holding History

LM Advisors’s Portfolio MRNA Stock Details MRNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-13,274
Closed -$343K – 217
2025
Q3 		$343K Hold
13,274
– – 0.05% 154
2025
Q2 		$366K Buy
+13,274
New +$350K 0.05% 139
2024
Q4 		– Sell
-9,249
Closed -$618K – 195
2024
Q3 		$618K Buy
9,249
+500
+6% +$45.9K 0.13% 104
2024
Q2 		$1.04M Sell
8,749
-3
-0% -$380 0.18% 81
2024
Q1 		$1.95M Sell
8,752
-2,300
-21% -$232K 0.31% 66
2023
Q4 		$1.1M Buy
+11,052
New +$930K 0.22% 72

Other funds holding MRNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

LM Advisors's MRNA Position: Q4 2025 in Review

LM Advisors sold out of Moderna (MRNA) in Q4 2025, closing a stake of 13,274 shares — an estimated $343K sold.

LM Advisors first reported a position in MRNA in Q4 2023 and held it in 6 quarters. The position peaked at $1.95M in Q1 2024. 673 funds tracked by Wall St. Rank hold MRNA as of Q4 2025.

  • LM Advisors reported no remaining Moderna position as of Q4 2025 after selling out during the quarter.
  • LM Advisors sold 13,274 Moderna shares in Q4 2025, an estimated $343K.
  • LM Advisors first reported a position in Moderna in Q4 2023 and held it in 6 quarters.
  • LM Advisors's Moderna position peaked at $1.95M in Q1 2024.
  • 673 funds tracked by Wall St. Rank held Moderna as of Q4 2025.

Based on LM Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.