LWM Advisory Services’s Cheniere Energy LNG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$489K	Sell	1,725 -58	-3%	-$13.4K	0.52%	42
2025 Q4	$347K	Sell	1,783 -5	-0.3%	-$1.05K	0.2%	64
2025 Q3	$420K	Buy	1,788 +2	+0.1%	+$470	0.24%	67
2025 Q2	$435K	Hold	1,786	–	–	0.3%	61
2025 Q1	$413K	Sell	1,786 -974	-35%	-$219K	0.29%	66
2024 Q4	$593K	Sell	2,760 -133	-5%	-$27K	0.41%	38
2024 Q3	$520K	Sell	2,893 -410	-12%	-$73.7K	0.39%	47
2024 Q2	$577K	Sell	3,303 -54	-2%	-$8.6K	0.48%	36
2024 Q1	$541K	Buy	3,357 +992	+42%	+$159K	0.43%	39
2023 Q4	$404K	Hold	2,365	–	–	0.35%	54
2023 Q3	$392K	Hold	2,365	–	–	0.42%	45
2023 Q2	$360K	Hold	2,365	–	–	0.38%	49
2023 Q1	$373K	Sell	2,365 -683	-22%	-$103K	0.4%	52
2022 Q4	$457K	Sell	3,048 -1,958	-39%	-$328K	0.51%	43
2022 Q3	$831K	Sell	5,006 -41	-0.8%	-$6.22K	0.94%	23
2022 Q2	$671K	Buy	5,047 +62	+1%	+$8.45K	0.8%	33
2022 Q1	$691K	Buy	4,985 +17	+0.3%	+$2.07K	0.86%	32
2021 Q4	$504K	Buy	+4,968	New	+$518K	0.63%	45

Other funds holding LNG

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LWM Advisory Services's LNG Position: Q1 2026 in Review

LWM Advisory Services reduced its Cheniere Energy (LNG) stake by 3.3% in Q1 2026, selling an estimated $13.4K and leaving 1,725 shares worth $489K. The position accounts for 0.52% of the portfolio, ranked #42.

LWM Advisory Services first reported a position in LNG in Q4 2021 and has held it in 18 quarters since. The position peaked at $831K in Q3 2022. 1,361 funds tracked by Wall St. Rank hold LNG as of Q1 2026.

LWM Advisory Services held 1,725 shares of Cheniere Energy worth $489K as of Q1 2026.
LWM Advisory Services sold 58 Cheniere Energy shares in Q1 2026, an estimated $13.4K.
Cheniere Energy made up 0.52% of LWM Advisory Services's portfolio in Q1 2026, its #42 holding.
LWM Advisory Services first reported a position in Cheniere Energy in Q4 2021 and has held it in 18 quarters since.
LWM Advisory Services's Cheniere Energy position peaked at $831K in Q3 2022.
1,361 funds tracked by Wall St. Rank held Cheniere Energy as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.