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LMG Wealth Partners’s Sysco SYY Stock Holding History

LMG Wealth Partners’s Portfolio SYY Stock Details SYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.02M Buy
56,326
+1,871
+3% +$155K 0.73% 46
2025
Q4 		$4.01M Sell
54,455
-4,380
-7% -$333K 0.75% 48
2025
Q3 		$4.84M Sell
58,835
-83
-0.1% -$6.64K 0.9% 41
2025
Q2 		$4.46M Buy
58,918
+298
+0.5% +$21.6K 0.92% 36
2025
Q1 		$4.4M Buy
58,620
+290
+0.5% +$21.3K 0.98% 37
2024
Q4 		$4.46M Buy
58,330
+1,000
+2% +$76.6K 0.97% 37
2024
Q3 		$4.48M Buy
57,330
+3,908
+7% +$294K 1.02% 35
2024
Q2 		$3.81M Sell
53,422
-580
-1% -$43.3K 0.95% 35
2024
Q1 		$4.38M Sell
54,002
-5,888
-10% -$464K 1.1% 33
2023
Q4 		$4.38M Buy
59,890
+693
+1% +$47.8K 1.22% 33
2023
Q3 		$3.91M Buy
59,197
+4,109
+7% +$295K 1.19% 35
2023
Q2 		$4.09M Buy
55,088
+978
+2% +$72.3K 1.25% 32
2023
Q1 		$4.18M Buy
54,110
+3,226
+6% +$248K 1.35% 31
2022
Q4 		$4.06M Buy
+50,884
New +$4.11M 1.34% 30

Other funds holding SYY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LMG Wealth Partners increased its Sysco (SYY) stake by 3.4% in Q1 2026, buying an estimated $155K and bringing the position to 56,326 shares worth $4.02M. The position accounts for 0.73% of the portfolio, ranked #46.

LMG Wealth Partners first reported a position in SYY in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.84M in Q3 2025. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • LMG Wealth Partners held 56,326 shares of Sysco worth $4.02M as of Q1 2026.
  • LMG Wealth Partners bought 1,871 Sysco shares in Q1 2026, an estimated $155K.
  • Sysco made up 0.73% of LMG Wealth Partners's portfolio in Q1 2026, its #46 holding.
  • LMG Wealth Partners first reported a position in Sysco in Q4 2022 and has held it in 14 quarters since.
  • LMG Wealth Partners's Sysco position peaked at $4.84M in Q3 2025.
  • 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

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