LWM Advisory Services’s Adobe ADBE Stock Holding History

LWM Advisory Services’s Portfolio ADBE Stock Details ADBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-611	Closed	-$234K	–	91
2025 Q1	$234K	Hold	611	–	–	0.16%	89
2024 Q4	$270K	Sell	611 -15	-2%	-$7.43K	0.19%	80
2024 Q3	$324K	Buy	+626	New	+$343K	0.24%	75
2024 Q2	–	Sell	-601	Closed	-$303K	–	82
2024 Q1	$303K	Sell	601 -43	-7%	-$24.6K	0.24%	72
2023 Q4	$384K	Buy	644 +76	+13%	+$43.8K	0.34%	57
2023 Q3	$295K	Buy	568 +8	+1%	+$4.2K	0.32%	55
2023 Q2	$272K	Sell	560 -10	-2%	-$4.03K	0.29%	62
2023 Q1	$220K	Hold	570	–	–	0.23%	74
2022 Q4	$202K	Sell	570 -235	-29%	-$75.2K	0.22%	79
2022 Q3	$256K	Buy	805 +33	+4%	+$12.5K	0.29%	92
2022 Q2	$288K	Sell	772 -47	-6%	-$19.1K	0.35%	85
2022 Q1	$375K	Sell	819 -135	-14%	-$64.9K	0.47%	67
2021 Q4	$541K	Buy	+954	New	+$596K	0.67%	41

Other funds holding ADBE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

LWM Advisory Services's ADBE Position: Q2 2025 in Review

LWM Advisory Services sold out of Adobe (ADBE) in Q2 2025, closing a stake of 611 shares — an estimated $234K sold.

LWM Advisory Services first reported a position in ADBE in Q4 2021 and held it in 13 quarters. The position peaked at $541K in Q4 2021. 2,688 funds tracked by Wall St. Rank hold ADBE as of Q2 2025.

LWM Advisory Services reported no remaining Adobe position as of Q2 2025 after selling out during the quarter.
LWM Advisory Services sold 611 Adobe shares in Q2 2025, an estimated $234K.
LWM Advisory Services first reported a position in Adobe in Q4 2021 and held it in 13 quarters.
LWM Advisory Services's Adobe position peaked at $541K in Q4 2021.
2,688 funds tracked by Wall St. Rank held Adobe as of Q2 2025.

Based on LWM Advisory Services's 13F filing for Q2 2025, filed 14 Aug 2025.