Loudon Investment Management’s Invesco QQQ Trust QQQ Stock Holding History

Loudon Investment Management’s Portfolio QQQ Stock Details QQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$651K	Buy	884 +37	+4%	+$25.5K	0.32%	62
2026 Q1	$489K	Buy	847 +94	+12%	+$57.1K	0.26%	72
2025 Q4	$463K	Buy	753 +20	+3%	+$12.3K	0.24%	73
2025 Q3	$440K	Buy	733 +16	+2%	+$9.16K	0.23%	73
2025 Q2	$396K	Buy	717 +9	+1%	+$4.48K	0.22%	82
2025 Q1	$332K	Buy	708 +8	+1%	+$4.07K	0.19%	83
2024 Q4	$358K	Buy	700 +38	+6%	+$19.2K	0.2%	80
2024 Q3	$323K	Buy	662 +12	+2%	+$5.68K	0.18%	83
2024 Q2	$311K	Hold	650	–	–	0.18%	85
2024 Q1	$289K	Hold	650	–	–	0.17%	84
2023 Q4	$266K	Hold	650	–	–	0.16%	86
2023 Q3	$233K	Hold	650	–	–	0.16%	90
2023 Q2	$240K	Buy	+650	New	+$219K	0.16%	89
2022 Q2	–	Sell	-600	Closed	-$218K	–	88
2022 Q1	$218K	Hold	600	–	–	0.14%	88
2021 Q4	$239K	Hold	600	–	–	0.15%	87
2021 Q3	$215K	Hold	600	–	–	0.15%	85
2021 Q2	$213K	Buy	+600	New	+$202K	0.15%	84

Other funds holding QQQ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Loudon Investment Management's QQQ Position: Q2 2026 in Review

Loudon Investment Management increased its Invesco QQQ Trust (QQQ) stake by 4.4% in Q2 2026, buying an estimated $25.5K and bringing the position to 884 shares worth $651K. The position accounts for 0.32% of the portfolio, ranked #62.

Loudon Investment Management first reported a position in QQQ in Q2 2021 and has held it in 17 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Loudon Investment Management held 884 shares of Invesco QQQ Trust worth $651K as of Q2 2026.
Loudon Investment Management bought 37 Invesco QQQ Trust shares in Q2 2026, an estimated $25.5K.
Invesco QQQ Trust made up 0.32% of Loudon Investment Management's portfolio in Q2 2026, its #62 holding.
Loudon Investment Management first reported a position in Invesco QQQ Trust in Q2 2021 and has held it in 17 quarters since.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Loudon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.