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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
Q2 		$5.02M Buy
60,111
+3,785
+7% +$287K 0.8% 43
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

LMG Wealth Partners increased its Sysco (SYY) stake by 6.7% in Q2 2026, buying an estimated $287K and bringing the position to 60,111 shares worth $5.02M. The position accounts for 0.8% of the portfolio, ranked #43.

LMG Wealth Partners first reported a position in SYY in Q4 2022 and has held it in 15 quarters since. 1,634 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • LMG Wealth Partners held 60,111 shares of Sysco worth $5.02M as of Q2 2026.
  • LMG Wealth Partners bought 3,785 Sysco shares in Q2 2026, an estimated $287K.
  • Sysco made up 0.8% of LMG Wealth Partners's portfolio in Q2 2026, its #43 holding.
  • LMG Wealth Partners first reported a position in Sysco in Q4 2022 and has held it in 15 quarters since.
  • 1,634 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

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