LAM
XYZ

LOM Asset Management’s Block Inc XYZ Stock Holding History

LOM Asset Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-340
Closed -$20.5K – 292
2026
Q1 		$20.5K Hold
340
– – 0.01% 262
2025
Q4 		$22.1K Hold
340
– – 0.01% 259
2025
Q3 		$25K Hold
340
– – 0.01% 230
2025
Q2 		$23K Buy
+340
New +$19.8K 0.01% 235

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

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

LOM Asset Management sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 340 shares — an estimated $20.5K sold.

LOM Asset Management first reported a position in XYZ in Q2 2025 and held it in 4 quarters. The position peaked at $25K in Q3 2025. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • LOM Asset Management reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
  • LOM Asset Management sold 340 Block Inc shares in Q2 2026, an estimated $20.5K.
  • LOM Asset Management first reported a position in Block Inc in Q2 2025 and held it in 4 quarters.
  • LOM Asset Management's Block Inc position peaked at $25K in Q3 2025.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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