LI
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LRI Investments’s CDW CDW Stock Holding History

LRI Investments’s Portfolio CDW Stock Details CDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.9K Buy
383
+111
+41% +$13.9K ﹤0.01% 548
2026
Q1 		$32.9K Buy
272
+227
+504% +$28.7K ﹤0.01% 589
2025
Q4 		$6.13K Sell
45
-17
-27% -$2.51K ﹤0.01% 1000
2025
Q3 		$9.88K Buy
+62
New +$10.5K ﹤0.01% 878
2024
Q4 		– Sell
-120
Closed -$21.6K – 1157
2024
Q3 		$21.6K Sell
120
-75
-38% -$16.6K ﹤0.01% 643
2024
Q2 		$43.6K Sell
195
-70
-26% -$16.2K 0.01% 493
2024
Q1 		$67.8K Buy
+265
New +$62.9K 0.02% 244

Other funds holding CDW

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

LRI Investments's CDW Position: Q2 2026 in Review

LRI Investments increased its CDW (CDW) stake by 41% in Q2 2026, buying an estimated $13.9K and bringing the position to 383 shares worth $53.9K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

LRI Investments first reported a position in CDW in Q1 2024 and has held it in 7 quarters since. The position peaked at $67.8K in Q1 2024. 262 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • LRI Investments held 383 shares of CDW worth $53.9K as of Q2 2026.
  • LRI Investments bought 111 CDW shares in Q2 2026, an estimated $13.9K.
  • CDW made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #548 holding.
  • LRI Investments first reported a position in CDW in Q1 2024 and has held it in 7 quarters since.
  • LRI Investments's CDW position peaked at $67.8K in Q1 2024.
  • 262 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.