Mount Yale Investment Advisors’s Landstar System LSTR Stock Holding History

Mount Yale Investment Advisors’s Portfolio LSTR Stock Details LSTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$298K	Buy	+1,861	New	+$286K	0.01%	892
2025 Q3	–	Sell	-690	Closed	-$95.9K	–	1207
2025 Q2	$95.9K	Buy	+690	New	+$95.7K	0.01%	668
2023 Q2	–	Sell	-1,242	Closed	-$223K	–	499
2023 Q1	$223K	Buy	+1,242	New	+$218K	0.03%	441
2022 Q1	–	Sell	-1,178	Closed	-$211K	–	488
2021 Q4	$211K	Buy	+1,178	New	+$202K	0.02%	442
2021 Q3	–	Sell	-1,703	Closed	-$269K	–	480
2021 Q2	$269K	Sell	1,703 -104	-6%	-$17.5K	0.03%	343
2021 Q1	$298K	Buy	1,807 +162	+10%	+$25.2K	0.04%	312
2020 Q4	$222K	Buy	+1,645	New	+$216K	0.03%	360
2018 Q4	–	Sell	-1,258	Closed	-$134K	–	568
2018 Q3	$134K	Sell	1,258 -394	-24%	-$45.6K	0.02%	357
2018 Q2	$180K	Sell	1,652 -479	-22%	-$52.6K	0.03%	314
2018 Q1	$234K	Buy	+2,131	New	+$234K	0.05%	276

Other funds holding LSTR

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Mount Yale Investment Advisors's LSTR Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Landstar System (LSTR) in Q1 2026: 1,861 shares worth $298K. The stake represents 0.01% of the portfolio and ranks #892 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in LSTR as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in LSTR in Q1 2018 and has held it in 10 quarters since. 480 funds tracked by Wall St. Rank hold LSTR as of Q1 2026.

Mount Yale Investment Advisors held 1,861 shares of Landstar System worth $298K as of Q1 2026.
Landstar System was a new Mount Yale Investment Advisors position in Q1 2026.
Landstar System made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #892 holding.
Mount Yale Investment Advisors first reported a position in Landstar System in Q1 2018 and has held it in 10 quarters since.
480 funds tracked by Wall St. Rank held Landstar System as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.