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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
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 $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LMG Wealth Partners increased its Royal Caribbean (RCL) stake by 7.3% in Q1 2026, buying an estimated $54.5K and bringing the position to 2,676 shares worth $736K. The position accounts for 0.13% of the portfolio, ranked #104.

LMG Wealth Partners first reported a position in RCL in Q3 2024 and has held it in 7 quarters since. The position peaked at $741K in Q3 2025. 1,169 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

  • LMG Wealth Partners held 2,676 shares of Royal Caribbean worth $736K as of Q1 2026.
  • LMG Wealth Partners bought 183 Royal Caribbean shares in Q1 2026, an estimated $54.5K.
  • Royal Caribbean made up 0.13% of LMG Wealth Partners's portfolio in Q1 2026, its #104 holding.
  • LMG Wealth Partners first reported a position in Royal Caribbean in Q3 2024 and has held it in 7 quarters since.
  • LMG Wealth Partners's Royal Caribbean position peaked at $741K in Q3 2025.
  • 1,169 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

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