LWM Advisory Services’s Alcon ALC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,566	Closed	-$340K	–	86
2025 Q3	$340K	Hold	4,566	–	–	0.2%	76
2025 Q2	$403K	Hold	4,566	–	–	0.28%	68
2025 Q1	$430K	Hold	4,566	–	–	0.3%	63
2024 Q4	$388K	Buy	4,566 +1,752	+62%	+$158K	0.27%	65
2024 Q3	$281K	Sell	2,814 -396	-12%	-$37.2K	0.21%	80
2024 Q2	$287K	Sell	3,210 -115	-3%	-$9.81K	0.24%	67
2024 Q1	$276K	Buy	3,325 +6	+0.2%	+$481	0.22%	79
2023 Q4	$259K	Buy	3,319 +25	+0.8%	+$1.85K	0.23%	71
2023 Q3	$255K	Hold	3,294	–	–	0.27%	61
2023 Q2	$273K	Sell	3,294 -175	-5%	-$13.4K	0.29%	61
2023 Q1	$246K	Buy	+3,469	New	+$247K	0.26%	68

Other funds holding ALC

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

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

LWM Advisory Services's ALC Position: Q4 2025 in Review

LWM Advisory Services sold out of Alcon (ALC) in Q4 2025, closing a stake of 4,566 shares — an estimated $340K sold.

LWM Advisory Services first reported a position in ALC in Q1 2023 and held it in 11 quarters. The position peaked at $430K in Q1 2025. 655 funds tracked by Wall St. Rank hold ALC as of Q4 2025.

LWM Advisory Services reported no remaining Alcon position as of Q4 2025 after selling out during the quarter.
LWM Advisory Services sold 4,566 Alcon shares in Q4 2025, an estimated $340K.
LWM Advisory Services first reported a position in Alcon in Q1 2023 and held it in 11 quarters.
LWM Advisory Services's Alcon position peaked at $430K in Q1 2025.
655 funds tracked by Wall St. Rank held Alcon as of Q4 2025.

Based on LWM Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.