LMR Partners’s Wayfair W Stock Holding History

LMR Partners’s Portfolio W Stock Details W Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-200,000	Closed	-$20.1M	–	1908
2025 Q4	$20.1M	Buy	200,000 +130,000	+186%	+$12.5M	0.04%	203
2025 Q3	$6.25M	Buy	+70,000	New	+$5.13M	0.03%	451
2025 Q1	–	Sell	-363,400	Closed	-$16.1M	–	1657
2024 Q4	$16.1M	Hold	363,400	–	–	0.14%	152
2024 Q3	$20.4M	Hold	363,400	–	–	0.16%	110
2024 Q2	$19.2M	Sell	363,400 -363,400	-50%	-$21.6M	0.16%	116
2024 Q1	$49.3M	Hold	726,800	–	–	0.5%	38
2023 Q4	$44.8M	Hold	726,800	–	–	0.51%	33
2023 Q3	$44M	Hold	726,800	–	–	0.49%	41
2023 Q2	$47.2M	Buy	+726,800	New	+$30.6M	0.52%	39

Other funds holding W

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

GHP

Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LMR Partners's W Position: Q1 2026 in Review

LMR Partners sold out of Wayfair (W) in Q1 2026, closing a stake of 22,509 shares — an estimated $2.26M sold.

LMR Partners first reported a position in W in Q3 2018 and held it in 3 quarters. The position peaked at $7.52M in Q3 2018. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

LMR Partners reported no remaining Wayfair position as of Q1 2026 after selling out during the quarter.
LMR Partners sold 22,509 Wayfair shares in Q1 2026, an estimated $2.26M.
LMR Partners first reported a position in Wayfair in Q3 2018 and held it in 3 quarters.
LMR Partners's Wayfair position peaked at $7.52M in Q3 2018.
443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.