Lodestone Wealth Management
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Lodestone Wealth Management’s Marvell Technology MRVL Stock Holding History

Lodestone Wealth Management’s Portfolio MRVL Stock Details MRVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$978K Sell
3,702
-61
-2% -$13.7K 0.33% 79
2026
Q2 		$1.12M Sell
3,763
-884
-19% -$177K 0.4% 71
2026
Q1 		$460K Sell
4,647
-23
-0.5% -$1.93K 0.18% 113
2025
Q4 		$397K Sell
4,670
-223
-5% -$19.5K 0.16% 118
2025
Q3 		$411K Buy
4,893
+21
+0.4% +$1.55K 0.18% 117
2025
Q2 		$377K Buy
4,872
+188
+4% +$11.7K 0.18% 112
2025
Q1 		$288K Buy
4,684
+29
+0.6% +$2.81K 0.15% 124
2024
Q4 		$514K Buy
4,655
+93
+2% +$8.63K 0.26% 92
2024
Q3 		$329K Sell
4,562
-885
-16% -$61.1K 0.16% 112
2024
Q2 		$381K Buy
5,447
+56
+1% +$3.92K 0.2% 108
2024
Q1 		$382K Buy
5,391
+119
+2% +$8.15K 0.2% 110
2023
Q4 		$318K Sell
5,272
-74
-1% -$4K 0.18% 115
2023
Q3 		$289K Sell
5,346
-138
-3% -$8.15K 0.2% 105
2023
Q2 		$328K Sell
5,484
-72
-1% -$3.5K 0.22% 106
2023
Q1 		$241K Buy
5,556
+61
+1% +$2.57K 0.19% 117
2022
Q4 		$204K Buy
+5,495
New +$224K 0.16% 116

Other funds holding MRVL

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
GF Fund Management
GF Fund Management Guangzhou, China $7.72B AUM 122.96% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Lodestone Wealth Management's MRVL Position: Q3 2026 in Review

Lodestone Wealth Management reduced its Marvell Technology (MRVL) stake by 1.6% in Q3 2026, selling an estimated $13.7K and leaving 3,702 shares worth $978K. The position accounts for 0.33% of the portfolio, ranked #79.

Lodestone Wealth Management first reported a position in MRVL in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.12M in Q2 2026. 917 funds tracked by Wall St. Rank hold MRVL as of Q3 2026.

  • Lodestone Wealth Management held 3,702 shares of Marvell Technology worth $978K as of Q3 2026.
  • Lodestone Wealth Management sold 61 Marvell Technology shares in Q3 2026, an estimated $13.7K.
  • Marvell Technology made up 0.33% of Lodestone Wealth Management's portfolio in Q3 2026, its #79 holding.
  • Lodestone Wealth Management first reported a position in Marvell Technology in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's Marvell Technology position peaked at $1.12M in Q2 2026.
  • 917 funds tracked by Wall St. Rank held Marvell Technology as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.