LCM
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LVM Capital Management’s Moderna MRNA Stock Holding History

LVM Capital Management’s Portfolio MRNA Stock Details MRNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$696K Buy
9,941
+1
+0% +$52 0.06% 97
2026
Q1 		$505K Sell
9,940
-4,350
-30% -$203K 0.05% 114
2025
Q4 		$421K Buy
+14,290
New +$388K 0.04% 121
2023
Q2 		– Sell
-4,945
Closed -$759K – 145
2023
Q1 		$759K Buy
+4,945
New +$816K 0.11% 79

Other funds holding MRNA

BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

LVM Capital Management's MRNA Position: Q2 2026 in Review

LVM Capital Management increased its Moderna (MRNA) stake by 0.01% in Q2 2026, buying an estimated $52 and bringing the position to 9,941 shares worth $696K. The position accounts for 0.06% of the portfolio, ranked #97.

LVM Capital Management first reported a position in MRNA in Q1 2023 and has held it in 4 quarters since. The position peaked at $759K in Q1 2023. 283 funds tracked by Wall St. Rank hold MRNA as of Q2 2026.

  • LVM Capital Management held 9,941 shares of Moderna worth $696K as of Q2 2026.
  • LVM Capital Management bought 1 Moderna share in Q2 2026, an estimated $52.
  • Moderna made up 0.06% of LVM Capital Management's portfolio in Q2 2026, its #97 holding.
  • LVM Capital Management first reported a position in Moderna in Q1 2023 and has held it in 4 quarters since.
  • LVM Capital Management's Moderna position peaked at $759K in Q1 2023.
  • 283 funds tracked by Wall St. Rank held Moderna as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.