Lodestone Wealth Management’s Twilio TWLO Stock Holding History

Lodestone Wealth Management’s Portfolio TWLO Stock Details TWLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-30	Closed	-$4.27K	–	815
2025 Q4	$4.27K	Buy	+30	New	+$3.72K	﹤0.01%	608

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Lodestone Wealth Management's TWLO Position: Q1 2026 in Review

Lodestone Wealth Management sold out of Twilio (TWLO) in Q1 2026, closing a stake of 30 shares — an estimated $4.27K sold.

Lodestone Wealth Management first reported a position in TWLO in Q4 2025 and held it in 1 quarter. The position peaked at $4.27K in Q4 2025. 816 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Lodestone Wealth Management reported no remaining Twilio position as of Q1 2026 after selling out during the quarter.
Lodestone Wealth Management sold 30 Twilio shares in Q1 2026, an estimated $4.27K.
Lodestone Wealth Management first reported a position in Twilio in Q4 2025 and held it in 1 quarter.
Lodestone Wealth Management's Twilio position peaked at $4.27K in Q4 2025.
816 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.