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LMG Wealth Partners’s Warby Parker WRBY Stock Holding History

LMG Wealth Partners’s Portfolio WRBY Stock Details WRBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$243K Buy
+8,007
New +$198K 0.04% 152
2025
Q4 		– Sell
-8,007
Closed -$221K – 160
2025
Q3 		$221K Buy
+8,007
New +$202K 0.04% 146

Other funds holding WRBY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

LMG Wealth Partners opened a new position in Warby Parker (WRBY) in Q2 2026: 8,007 shares worth $243K. The stake represents 0.04% of the portfolio and ranks #152 among its holdings. This is a return to the name: LMG Wealth Partners previously reported a position in WRBY as recently as Q3 2025.

LMG Wealth Partners first reported a position in WRBY in Q3 2025 and has held it in 2 quarters since. 230 funds tracked by Wall St. Rank hold WRBY as of Q2 2026.

  • LMG Wealth Partners held 8,007 shares of Warby Parker worth $243K as of Q2 2026.
  • Warby Parker was a new LMG Wealth Partners position in Q2 2026.
  • Warby Parker made up 0.04% of LMG Wealth Partners's portfolio in Q2 2026, its #152 holding.
  • LMG Wealth Partners first reported a position in Warby Parker in Q3 2025 and has held it in 2 quarters since.
  • 230 funds tracked by Wall St. Rank held Warby Parker as of Q2 2026.

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