LWM Advisory Services’s Church & Dwight Co CHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,000	Closed	-$220K	–	93
2025 Q1	$220K	Hold	2,000	–	–	0.15%	91
2024 Q4	$209K	Hold	2,000	–	–	0.15%	93
2024 Q3	$209K	Hold	2,000	–	–	0.16%	91
2024 Q2	$207K	Hold	2,000	–	–	0.17%	76
2024 Q1	$209K	Buy	+2,000	New	+$200K	0.17%	86
2023 Q3	–	Sell	-2,000	Closed	-$200K	–	148
2023 Q2	$200K	Buy	+2,000	New	+$188K	0.21%	75

Other funds holding CHD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

LWM Advisory Services sold out of Church & Dwight Co (CHD) in Q2 2025, closing a stake of 2,000 shares — an estimated $220K sold.

LWM Advisory Services first reported a position in CHD in Q2 2023 and held it in 6 quarters. The position peaked at $220K in Q1 2025. 1,047 funds tracked by Wall St. Rank hold CHD as of Q2 2025.

LWM Advisory Services reported no remaining Church & Dwight Co position as of Q2 2025 after selling out during the quarter.
LWM Advisory Services sold 2,000 Church & Dwight Co shares in Q2 2025, an estimated $220K.
LWM Advisory Services first reported a position in Church & Dwight Co in Q2 2023 and held it in 6 quarters.
LWM Advisory Services's Church & Dwight Co position peaked at $220K in Q1 2025.
1,047 funds tracked by Wall St. Rank held Church & Dwight Co as of Q2 2025.

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