LWP
ALL icon

LMG Wealth Partners’s Allstate ALL Stock Holding History

LMG Wealth Partners’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
2026
Q1 		$4.52M Buy
21,786
+233
+1% +$47.8K 0.82% 43
2025
Q4 		$4.49M Hold
21,553
– – 0.84% 40
2025
Q3 		$4.63M Buy
21,553
+34
+0.2% +$6.86K 0.86% 42
2025
Q2 		$4.33M Sell
21,519
-20
-0.1% -$3.99K 0.89% 38
2025
Q1 		$4.46M Buy
+21,539
New +$4.19M 0.99% 36

Other funds holding ALL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LMG Wealth Partners's ALL Position: Q1 2026 in Review

LMG Wealth Partners increased its Allstate (ALL) stake by 1.1% in Q1 2026, buying an estimated $47.8K and bringing the position to 21,786 shares worth $4.52M. The position accounts for 0.82% of the portfolio, ranked #43.

LMG Wealth Partners first reported a position in ALL in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.63M in Q3 2025. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • LMG Wealth Partners held 21,786 shares of Allstate worth $4.52M as of Q1 2026.
  • LMG Wealth Partners bought 233 Allstate shares in Q1 2026, an estimated $47.8K.
  • Allstate made up 0.82% of LMG Wealth Partners's portfolio in Q1 2026, its #43 holding.
  • LMG Wealth Partners first reported a position in Allstate in Q1 2025 and has held it in 5 quarters since.
  • LMG Wealth Partners's Allstate position peaked at $4.63M in Q3 2025.
  • 1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.