LIG
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Lokken Investment Group’s W.W. Grainger GWW Stock Holding History

Lokken Investment Group’s Portfolio GWW Stock Details GWW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-202
Closed -$213K – 140
2024
Q4 		$213K Sell
202
-7
-3% -$7.89K 0.09% 128
2024
Q3 		$217K Buy
+209
New +$202K 0.09% 140
2023
Q3 		– Sell
-275
Closed -$217K – 139
2023
Q2 		$217K Sell
275
-134
-33% -$92.3K 0.14% 117
2023
Q1 		$282K Buy
409
+10
+3% +$6.38K 0.21% 99
2022
Q4 		$222K Buy
+399
New +$225K 0.18% 105
2022
Q2 		– Sell
-420
Closed -$210K – 120
2022
Q1 		$210K Sell
420
-4
-0.9% -$1.97K 0.17% 119
2021
Q4 		$220K Buy
+424
New +$200K 0.16% 121

Other funds holding GWW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lokken Investment Group's GWW Position: Q1 2025 in Review

Lokken Investment Group sold out of W.W. Grainger (GWW) in Q1 2025, closing a stake of 202 shares — an estimated $213K sold.

Lokken Investment Group first reported a position in GWW in Q4 2021 and held it in 7 quarters. The position peaked at $282K in Q1 2023. 1,235 funds tracked by Wall St. Rank hold GWW as of Q1 2025.

  • Lokken Investment Group reported no remaining W.W. Grainger position as of Q1 2025 after selling out during the quarter.
  • Lokken Investment Group sold 202 W.W. Grainger shares in Q1 2025, an estimated $213K.
  • Lokken Investment Group first reported a position in W.W. Grainger in Q4 2021 and held it in 7 quarters.
  • Lokken Investment Group's W.W. Grainger position peaked at $282K in Q1 2023.
  • 1,235 funds tracked by Wall St. Rank held W.W. Grainger as of Q1 2025.

Based on Lokken Investment Group's 13F filing for Q1 2025, filed 2 May 2025.