Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s Invesco QQQ Trust QQQ Stock Holding History

Luther King Capital Management (LKCM)’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 		$4.69M Buy
6,373
+1,464
+30% +$1.01M 0.02% 276
2026
Q1 		$2.83M Buy
4,909
+450
+10% +$273K 0.01% 319
2025
Q4 		$2.74M Sell
4,459
-394
-8% -$242K 0.01% 314
2025
Q3 		$2.91M Sell
4,853
-217
-4% -$124K 0.01% 303
2025
Q2 		$2.8M Sell
5,070
-155
-3% -$77.1K 0.01% 299
2025
Q1 		$2.45M Sell
5,225
-1,995
-28% -$1.01M 0.01% 298
2024
Q4 		$3.69M Sell
7,220
-1,918
-21% -$970K 0.02% 267
2024
Q3 		$4.46M Buy
9,138
+766
+9% +$362K 0.02% 238
2024
Q2 		$4.01M Buy
8,372
+172
+2% +$77.4K 0.02% 239
2024
Q1 		$3.64M Buy
8,200
+3,472
+73% +$1.49M 0.02% 251
2023
Q4 		$1.94M Sell
4,728
-155
-3% -$58.8K 0.01% 314
2023
Q3 		$1.75M Sell
4,883
-100
-2% -$37.1K 0.01% 323
2023
Q2 		$1.84M Buy
4,983
+280
+6% +$94.3K 0.01% 332
2023
Q1 		$1.51M Sell
4,703
-250
-5% -$73.8K 0.01% 336
2022
Q4 		$1.32M Sell
4,953
-10
-0.2% -$2.77K 0.01% 352
2022
Q3 		$1.33M Sell
4,963
-967
-16% -$292K 0.01% 334
2022
Q2 		$1.66M Buy
5,930
+254
+4% +$78.8K 0.01% 320
2022
Q1 		$2.06M Sell
5,676
-2,019
-26% -$717K 0.01% 311
2021
Q4 		$3.06M Sell
7,695
-609
-7% -$235K 0.01% 267
2021
Q3 		$2.97M Buy
8,304
+668
+9% +$246K 0.01% 261
2021
Q2 		$2.71M Sell
7,636
-159
-2% -$53.5K 0.01% 284
2021
Q1 		$2.49M Sell
7,795
-1,558
-17% -$498K 0.01% 274
2020
Q4 		$2.93M Sell
9,353
-774
-8% -$227K 0.02% 243
2020
Q3 		$2.81M Buy
10,127
+599
+6% +$162K 0.02% 221
2020
Q2 		$2.36M Sell
9,528
-307
-3% -$68.8K 0.02% 224
2020
Q1 		$1.87M Sell
9,835
-4,505
-31% -$954K 0.02% 225
2019
Q4 		$3.05M Buy
14,340
+7,597
+113% +$1.52M 0.02% 234
2019
Q3 		$1.27M Buy
6,743
+1,029
+18% +$195K 0.01% 319
2019
Q2 		$1.07M Sell
5,714
-271
-5% -$49.9K 0.01% 332
2019
Q1 		$1.07M Sell
5,985
-424
-7% -$71.9K 0.01% 342
2018
Q4 		$989K Buy
6,409
+752
+13% +$126K 0.01% 336
2018
Q3 		$1.05M Buy
5,657
+100
+2% +$18.1K 0.01% 362
2018
Q2 		$954K Sell
5,557
-168
-3% -$28.2K 0.01% 353
2018
Q1 		$917K Buy
5,725
+2,108
+58% +$348K 0.01% 361
2017
Q4 		$563K Sell
3,617
-200
-5% -$30.5K ﹤0.01% 407
2017
Q3 		$555K Buy
3,817
+1,425
+60% +$204K ﹤0.01% 397
2017
Q2 		$329K Sell
2,392
-150
-6% -$20.6K ﹤0.01% 430
2017
Q1 		$337K Sell
2,542
-638
-20% -$81.5K ﹤0.01% 438
2016
Q4 		$377K Hold
3,180
– – ﹤0.01% 426
2016
Q3 		$378K Buy
3,180
+455
+17% +$52.5K ﹤0.01% 411
2016
Q2 		$293K Sell
2,725
-600
-18% -$64.8K ﹤0.01% 455
2016
Q1 		$363K Buy
+3,325
New +$345K ﹤0.01% 428
2015
Q1 		– Sell
-3,500
Closed -$361K – 563
2014
Q4 		$361K Sell
3,500
-850
-20% -$85.9K ﹤0.01% 472
2014
Q3 		$430K Buy
+4,350
New +$424K ﹤0.01% 466
2014
Q2 		– Sell
-4,675
Closed -$410K – 566
2014
Q1 		$410K Buy
+4,675
New +$413K ﹤0.01% 454

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Luther King Capital Management (LKCM)'s QQQ Position: Q2 2026 in Review

Luther King Capital Management (LKCM) increased its Invesco QQQ Trust (QQQ) stake by 30% in Q2 2026, buying an estimated $1.01M and bringing the position to 6,373 shares worth $4.69M. The position accounts for 0.02% of the portfolio, ranked #276.

Luther King Capital Management (LKCM) first reported a position in QQQ in Q1 2014 and has held it in 45 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Luther King Capital Management (LKCM) held 6,373 shares of Invesco QQQ Trust worth $4.69M as of Q2 2026.
  • Luther King Capital Management (LKCM) bought 1,464 Invesco QQQ Trust shares in Q2 2026, an estimated $1.01M.
  • Invesco QQQ Trust made up 0.02% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #276 holding.
  • Luther King Capital Management (LKCM) first reported a position in Invesco QQQ Trust in Q1 2014 and has held it in 45 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.