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LMG Wealth Partners’s Royal Caribbean RCL Stock Holding History

LMG Wealth Partners’s Portfolio RCL Stock Details RCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.01M Buy
3,180
+504
+19% +$141K 0.16% 104
2026
Q1 		$736K Buy
2,676
+183
+7% +$54.5K 0.13% 104
2025
Q4 		$695K Buy
2,493
+204
+9% +$57.6K 0.13% 102
2025
Q3 		$741K Buy
2,289
+45
+2% +$15K 0.14% 102
2025
Q2 		$703K Buy
2,244
+272
+14% +$64.8K 0.14% 96
2025
Q1 		$405K Buy
1,972
+451
+30% +$106K 0.09% 103
2024
Q4 		$351K Buy
1,521
+334
+28% +$74K 0.08% 105
2024
Q3 		$211K Buy
+1,187
New +$192K 0.05% 119

Other funds holding RCL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
OH
Osiris Holdings Monaco $3.72B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LMG Wealth Partners's RCL Position: Q2 2026 in Review

LMG Wealth Partners increased its Royal Caribbean (RCL) stake by 19% in Q2 2026, buying an estimated $141K and bringing the position to 3,180 shares worth $1.01M. The position accounts for 0.16% of the portfolio, ranked #104.

LMG Wealth Partners first reported a position in RCL in Q3 2024 and has held it in 8 quarters since. 1,229 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • LMG Wealth Partners held 3,180 shares of Royal Caribbean worth $1.01M as of Q2 2026.
  • LMG Wealth Partners bought 504 Royal Caribbean shares in Q2 2026, an estimated $141K.
  • Royal Caribbean made up 0.16% of LMG Wealth Partners's portfolio in Q2 2026, its #104 holding.
  • LMG Wealth Partners first reported a position in Royal Caribbean in Q3 2024 and has held it in 8 quarters since.
  • 1,229 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.