LOM Asset Management’s Starbucks SBUX Stock Holding History

LOM Asset Management’s Portfolio SBUX Stock Details SBUX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-100	Closed	-$8K	–	281
2025 Q3	$8K	Hold	100	–	–	﹤0.01%	244
2025 Q2	$9K	Buy	+100	New	+$8.67K	﹤0.01%	250

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

LOM Asset Management's SBUX Position: Q4 2025 in Review

LOM Asset Management sold out of Starbucks (SBUX) in Q4 2025, closing a stake of 100 shares — an estimated $8K sold.

LOM Asset Management first reported a position in SBUX in Q2 2025 and held it in 2 quarters. The position peaked at $9K in Q2 2025. 2,320 funds tracked by Wall St. Rank hold SBUX as of Q4 2025.

LOM Asset Management reported no remaining Starbucks position as of Q4 2025 after selling out during the quarter.
LOM Asset Management sold 100 Starbucks shares in Q4 2025, an estimated $8K.
LOM Asset Management first reported a position in Starbucks in Q2 2025 and held it in 2 quarters.
LOM Asset Management's Starbucks position peaked at $9K in Q2 2025.
2,320 funds tracked by Wall St. Rank held Starbucks as of Q4 2025.

Based on LOM Asset Management's 13F filing for Q4 2025, filed 23 Jan 2026.