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LMG Wealth Partners’s Capital One COF Stock Holding History

LMG Wealth Partners’s Portfolio COF Stock Details COF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,090
Closed -$264K – 155
2025
Q4 		$264K Sell
1,090
-104
-9% -$23.2K 0.05% 136
2025
Q3 		$254K Hold
1,194
– – 0.05% 138
2025
Q2 		$254K Buy
+1,194
New +$223K 0.05% 128

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VCM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

LMG Wealth Partners sold out of Capital One (COF) in Q1 2026, closing a stake of 1,090 shares — an estimated $264K sold.

LMG Wealth Partners first reported a position in COF in Q2 2025 and held it in 3 quarters. The position peaked at $264K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • LMG Wealth Partners reported no remaining Capital One position as of Q1 2026 after selling out during the quarter.
  • LMG Wealth Partners sold 1,090 Capital One shares in Q1 2026, an estimated $264K.
  • LMG Wealth Partners first reported a position in Capital One in Q2 2025 and held it in 3 quarters.
  • LMG Wealth Partners's Capital One position peaked at $264K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

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