LP
XYZ

LMR Partners’s Block Inc XYZ Stock Holding History

LMR Partners’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$817K Buy
+10,749
New +$756K ﹤0.01% 1096
2022
Q3 		– Sell
-37,140
Closed -$2.28M – 1322
2022
Q2 		$2.28M Buy
+37,140
New +$3.39M 0.04% 494
2020
Q2 		– Sell
-103,300
Closed -$5.68M – 650
2020
Q1 		$5.68M Buy
+103,300
New +$7.07M 0.27% 69
2017
Q4 		– Sell
-189,551
Closed -$5.46M – 415
2017
Q3 		$5.46M Buy
+189,551
New +$4.96M 0.59% 34

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

LMR Partners's XYZ Position: Q2 2026 in Review

LMR Partners opened a new position in Block Inc (XYZ) in Q2 2026: 10,749 shares worth $817K. The stake represents ﹤0.01% of the portfolio and ranks #1096 among its holdings. This is a return to the name: LMR Partners previously reported a position in XYZ as recently as Q2 2022.

LMR Partners first reported a position in XYZ in Q3 2017 and has held it in 4 quarters since. The position peaked at $5.68M in Q1 2020. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • LMR Partners held 10,749 shares of Block Inc worth $817K as of Q2 2026.
  • Block Inc was a new LMR Partners position in Q2 2026.
  • Block Inc made up ﹤0.01% of LMR Partners's portfolio in Q2 2026, its #1096 holding.
  • LMR Partners first reported a position in Block Inc in Q3 2017 and has held it in 4 quarters since.
  • LMR Partners's Block Inc position peaked at $5.68M in Q1 2020.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.