LWM Advisory Services’s Service Corp International SCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$403K	Hold	5,303	–	–	0.72%	47
2026 Q1	$438K	Sell	5,303 -11	-0.2%	-$888	0.47%	47
2025 Q4	$414K	Sell	5,314 -6	-0.1%	-$480	0.24%	58
2025 Q3	$443K	Hold	5,320	–	–	0.26%	63
2025 Q2	$433K	Sell	5,320 -13	-0.2%	-$1.01K	0.3%	62
2025 Q1	$428K	Hold	5,333	–	–	0.3%	64
2024 Q4	$426K	Sell	5,333 -259	-5%	-$21.2K	0.3%	58
2024 Q3	$441K	Sell	5,592 -794	-12%	-$60.4K	0.33%	60
2024 Q2	$454K	Sell	6,386 -186	-3%	-$13.2K	0.38%	46
2024 Q1	$488K	Buy	6,572 +14	+0.2%	+$988	0.39%	47
2023 Q4	$449K	Sell	6,558 -226	-3%	-$13.6K	0.39%	50
2023 Q3	$388K	Buy	6,784 +1,083	+19%	+$68.4K	0.42%	47
2023 Q2	$368K	Hold	5,701	–	–	0.39%	48
2023 Q1	$392K	Buy	5,701 +226	+4%	+$15.6K	0.42%	48
2022 Q4	$379K	Sell	5,475 -3,541	-39%	-$236K	0.42%	48
2022 Q3	$521K	Buy	9,016 +4,101	+83%	+$270K	0.59%	51
2022 Q2	$340K	Buy	4,915 +84	+2%	+$5.74K	0.41%	73
2022 Q1	$318K	Buy	4,831 +9	+0.2%	+$567	0.4%	78
2021 Q4	$342K	Buy	+4,822	New	+$320K	0.42%	72

Other funds holding SCI

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LWM Advisory Services's SCI Position: Q2 2026 in Review

LWM Advisory Services held its Service Corp International (SCI) position steady in Q2 2026 at 5,303 shares worth $403K. The position accounts for 0.72% of the portfolio, ranked #47.

LWM Advisory Services first reported a position in SCI in Q4 2021 and has held it in 19 quarters since. The position peaked at $521K in Q3 2022. 547 funds tracked by Wall St. Rank hold SCI as of Q2 2026.

LWM Advisory Services held 5,303 shares of Service Corp International worth $403K as of Q2 2026.
LWM Advisory Services left its Service Corp International share count unchanged in Q2 2026.
Service Corp International made up 0.72% of LWM Advisory Services's portfolio in Q2 2026, its #47 holding.
LWM Advisory Services first reported a position in Service Corp International in Q4 2021 and has held it in 19 quarters since.
LWM Advisory Services's Service Corp International position peaked at $521K in Q3 2022.
547 funds tracked by Wall St. Rank held Service Corp International as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.