LWM Advisory Services’s Nasdaq NDAQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$401K	Buy	4,720 +44	+0.9%	+$3.94K	0.43%	54
2025 Q4	$454K	Hold	4,676	–	–	0.27%	53
2025 Q3	$414K	Hold	4,676	–	–	0.24%	68
2025 Q2	$418K	Buy	+4,676	New	+$373K	0.29%	67

Other funds holding NDAQ

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

LWM Advisory Services increased its Nasdaq (NDAQ) stake by 0.94% in Q1 2026, buying an estimated $3.94K and bringing the position to 4,720 shares worth $401K. The position accounts for 0.43% of the portfolio, ranked #54.

LWM Advisory Services first reported a position in NDAQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $454K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

LWM Advisory Services held 4,720 shares of Nasdaq worth $401K as of Q1 2026.
LWM Advisory Services bought 44 Nasdaq shares in Q1 2026, an estimated $3.94K.
Nasdaq made up 0.43% of LWM Advisory Services's portfolio in Q1 2026, its #54 holding.
LWM Advisory Services first reported a position in Nasdaq in Q2 2025 and has held it in 4 quarters since.
LWM Advisory Services's Nasdaq position peaked at $454K in Q4 2025.
1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

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