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LRI Investments’s Trump Media & Technology Group DJT Stock Holding History

LRI Investments’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.94K Hold
250
– – ﹤0.01% 1278
2026
Q1 		$2.32K Hold
250
– – ﹤0.01% 1245
2025
Q4 		$3.31K Hold
250
– – ﹤0.01% 1118
2025
Q3 		$4.11K Hold
250
– – ﹤0.01% 1084
2025
Q2 		$4.51K Hold
250
– – ﹤0.01% 1044
2025
Q1 		$4.88K Hold
250
– – ﹤0.01% 955
2024
Q4 		$8.53K Hold
250
– – ﹤0.01% 816
2024
Q3 		$6.75K Buy
+250
New +$6.06K ﹤0.01% 867

Other funds holding DJT

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LRI Investments's DJT Position: Q2 2026 in Review

LRI Investments held its Trump Media & Technology Group (DJT) position steady in Q2 2026 at 250 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

LRI Investments first reported a position in DJT in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.53K in Q4 2024. 114 funds tracked by Wall St. Rank hold DJT as of Q2 2026.

  • LRI Investments held 250 shares of Trump Media & Technology Group worth $1.94K as of Q2 2026.
  • LRI Investments left its Trump Media & Technology Group share count unchanged in Q2 2026.
  • Trump Media & Technology Group made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1278 holding.
  • LRI Investments first reported a position in Trump Media & Technology Group in Q3 2024 and has held it in 8 quarters since.
  • LRI Investments's Trump Media & Technology Group position peaked at $8.53K in Q4 2024.
  • 114 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2026.

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