LAM
ELV icon

LOM Asset Management’s Elevance Health ELV Stock Holding History

LOM Asset Management’s Portfolio ELV Stock Details ELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$594K Sell
1,536
-95
-6% -$35.2K 0.15% 121
2026
Q1 		$477K Sell
1,631
-250
-13% -$82.2K 0.14% 127
2025
Q4 		$659K Sell
1,881
-90
-5% -$30.4K 0.19% 117
2025
Q3 		$637K Sell
1,971
-25
-1% -$7.78K 0.19% 116
2025
Q2 		$776K Buy
+1,996
New +$803K 0.26% 105

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LOM Asset Management's ELV Position: Q2 2026 in Review

LOM Asset Management reduced its Elevance Health (ELV) stake by 5.8% in Q2 2026, selling an estimated $35.2K and leaving 1,536 shares worth $594K. The position accounts for 0.15% of the portfolio, ranked #121.

LOM Asset Management first reported a position in ELV in Q2 2025 and has held it in 5 quarters since. The position peaked at $776K in Q2 2025. 1,600 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • LOM Asset Management held 1,536 shares of Elevance Health worth $594K as of Q2 2026.
  • LOM Asset Management sold 95 Elevance Health shares in Q2 2026, an estimated $35.2K.
  • Elevance Health made up 0.15% of LOM Asset Management's portfolio in Q2 2026, its #121 holding.
  • LOM Asset Management first reported a position in Elevance Health in Q2 2025 and has held it in 5 quarters since.
  • LOM Asset Management's Elevance Health position peaked at $776K in Q2 2025.
  • 1,600 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.