LMG Wealth Partners’s Sterling Infrastructure STRL Stock Holding History

LMG Wealth Partners’s Portfolio STRL Stock Details STRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.97M	Sell	8,302 -2,813	-25%	-$1.97M	1.11%	30
2026 Q1	$4.53M	Sell	11,115 -58	-0.5%	-$22.7K	0.82%	42
2025 Q4	$3.42M	Sell	11,173 -142	-1%	-$48.9K	0.64%	51
2025 Q3	$3.84M	Sell	11,315 -524	-4%	-$149K	0.71%	49
2025 Q2	$2.73M	Buy	11,839 +391	+3%	+$68.3K	0.56%	54
2025 Q1	$1.3M	Buy	11,448 +802	+8%	+$113K	0.29%	80
2024 Q4	$1.79M	Buy	10,646 +377	+4%	+$65.1K	0.39%	67
2024 Q3	$1.49M	Sell	10,269 -1,718	-14%	-$204K	0.34%	72
2024 Q2	$1.42M	Buy	11,987 +639	+6%	+$72.9K	0.35%	67
2024 Q1	$1.25M	Buy	+11,348	New	+$1.03M	0.32%	71

Other funds holding STRL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

LMG Wealth Partners reduced its Sterling Infrastructure (STRL) stake by 25% in Q2 2026, selling an estimated $1.97M and leaving 8,302 shares worth $6.97M. The position accounts for 1.11% of the portfolio, ranked #30.

LMG Wealth Partners first reported a position in STRL in Q1 2024 and has held it in 10 quarters since. 884 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

LMG Wealth Partners held 8,302 shares of Sterling Infrastructure worth $6.97M as of Q2 2026.
LMG Wealth Partners sold 2,813 Sterling Infrastructure shares in Q2 2026, an estimated $1.97M.
Sterling Infrastructure made up 1.11% of LMG Wealth Partners's portfolio in Q2 2026, its #30 holding.
LMG Wealth Partners first reported a position in Sterling Infrastructure in Q1 2024 and has held it in 10 quarters since.
884 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

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