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LRI Investments’s Samsara IOT Stock Holding History

LRI Investments’s Portfolio IOT Stock Details IOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$908 Sell
28
-170
-86% -$5.26K ﹤0.01% 1398
2026
Q1 		$6.28K Buy
+198
New +$6.05K ﹤0.01% 1019
2025
Q3 		– Sell
-2,527
Closed -$101K – 1335
2025
Q2 		$101K Buy
+2,527
New +$104K 0.01% 434

Other funds holding IOT

APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
JPT
Jordan Park Trust Portsmouth, New Hampshire $143M AUM 15.59% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return

LRI Investments's IOT Position: Q2 2026 in Review

LRI Investments reduced its Samsara (IOT) stake by 86% in Q2 2026, selling an estimated $5.26K and leaving 28 shares worth $908. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

LRI Investments first reported a position in IOT in Q2 2025 and has held it in 3 quarters since. The position peaked at $101K in Q2 2025. 168 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • LRI Investments held 28 shares of Samsara worth $908 as of Q2 2026.
  • LRI Investments sold 170 Samsara shares in Q2 2026, an estimated $5.26K.
  • Samsara made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1398 holding.
  • LRI Investments first reported a position in Samsara in Q2 2025 and has held it in 3 quarters since.
  • LRI Investments's Samsara position peaked at $101K in Q2 2025.
  • 168 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

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