Lombard Odier Asset Management (Switzerland)’s Block Inc XYZ Stock Holding History

Lombard Odier Asset Management (Switzerland)’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 Q1	$665K	Sell	11,048 -1,410	-11%	-$85.7K	0.03%	342
2025 Q4	$811K	Sell	12,458 -4,900	-28%	-$338K	0.03%	243
2025 Q3	$1.25M	Buy	17,358 +200	+1%	+$15K	0.06%	213
2025 Q2	$1.17M	Sell	17,158 -62	-0.4%	-$3.61K	0.06%	222
2025 Q1	$936K	Sell	17,220 -4,480	-21%	-$334K	0.05%	221
2024 Q4	$1.84M	Buy	21,700 +5,779	+36%	+$474K	0.14%	161
2024 Q3	$1.07M	Sell	15,921 -70	-0.4%	-$4.52K	0.09%	187
2024 Q2	$1.03M	Sell	15,991 -4,002	-20%	-$280K	0.1%	160
2024 Q1	$1.69M	Buy	+19,993	New	+$1.45M	0.12%	175
2022 Q1	–	Sell	-10,714	Closed	-$1.73M	–	407
2021 Q4	$1.73M	Buy	+10,714	New	+$2.32M	0.11%	102
2021 Q3	–	Sell	-3,020	Closed	-$736K	–	490
2021 Q2	$736K	Buy	3,020 +30	+1%	+$6.96K	0.04%	246
2021 Q1	$679K	Buy	+2,990	New	+$699K	0.05%	204
2020 Q4	–	Sell	-2,836	Closed	-$461K	–	363
2020 Q3	$461K	Buy	+2,836	New	+$400K	0.05%	244

Other funds holding XYZ

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s XYZ Position: Q1 2026 in Review

Lombard Odier Asset Management (Switzerland) reduced its Block Inc (XYZ) stake by 11% in Q1 2026, selling an estimated $85.7K and leaving 11,048 shares worth $665K. The position accounts for 0.03% of the portfolio, ranked #342.

Lombard Odier Asset Management (Switzerland) first reported a position in XYZ in Q3 2020 and has held it in 13 quarters since. The position peaked at $1.84M in Q4 2024. 989 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

Lombard Odier Asset Management (Switzerland) held 11,048 shares of Block Inc worth $665K as of Q1 2026.
Lombard Odier Asset Management (Switzerland) sold 1,410 Block Inc shares in Q1 2026, an estimated $85.7K.
Block Inc made up 0.03% of Lombard Odier Asset Management (Switzerland)'s portfolio in Q1 2026, its #342 holding.
Lombard Odier Asset Management (Switzerland) first reported a position in Block Inc in Q3 2020 and has held it in 13 quarters since.
Lombard Odier Asset Management (Switzerland)'s Block Inc position peaked at $1.84M in Q4 2024.
989 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q1 2026, filed 15 May 2026.