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LM Advisors’s Snowflake SNOW Stock Holding History

LM Advisors’s Portfolio SNOW Stock Details SNOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$382K Buy
1,500
+1,197
+395% +$220K 0.04% 177
2026
Q1 		$2.01K Buy
+303
New +$56.1K 0.03% 184
2024
Q1 		– Sell
-188
Closed -$37.3K – 641
2023
Q4 		$37.3K Buy
+188
New +$31.8K 0.01% 365

Other funds holding SNOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LM Advisors's SNOW Position: Q2 2026 in Review

LM Advisors increased its Snowflake (SNOW) stake by 395% in Q2 2026, buying an estimated $220K and bringing the position to 1,500 shares worth $382K. The position accounts for 0.04% of the portfolio, ranked #177.

LM Advisors first reported a position in SNOW in Q4 2023 and has held it in 3 quarters since. 1,465 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • LM Advisors held 1,500 shares of Snowflake worth $382K as of Q2 2026.
  • LM Advisors bought 1,197 Snowflake shares in Q2 2026, an estimated $220K.
  • Snowflake made up 0.04% of LM Advisors's portfolio in Q2 2026, its #177 holding.
  • LM Advisors first reported a position in Snowflake in Q4 2023 and has held it in 3 quarters since.
  • 1,465 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.