Mowery & Schoenfeld Wealth Management’s Nike NKE Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio NKE Stock Details NKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-40	Closed	-$2.55K	–	450
2025 Q4	$2.55K	Buy	+40	New	+$2.61K	﹤0.01%	388
2025 Q2	–	Sell	-1,035	Closed	-$65.7K	–	441
2025 Q1	$65.7K	Buy	1,035 +861	+495%	+$63.4K	0.13%	114
2024 Q4	$13.2K	Buy	+174	New	+$13.7K	0.03%	205
2024 Q3	–	Sell	-3	Closed	-$227	–	256
2024 Q2	$227	Hold	3	–	–	﹤0.01%	207
2024 Q1	$282	Hold	3	–	–	﹤0.01%	157
2023 Q4	$326	Buy	+3	New	+$322	﹤0.01%	161

Other funds holding NKE

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Mowery & Schoenfeld Wealth Management's NKE Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Nike (NKE) in Q1 2026, closing a stake of 40 shares — an estimated $2.55K sold.

Mowery & Schoenfeld Wealth Management first reported a position in NKE in Q4 2023 and held it in 6 quarters. The position peaked at $65.7K in Q1 2025. 1,911 funds tracked by Wall St. Rank hold NKE as of Q1 2026.

Mowery & Schoenfeld Wealth Management reported no remaining Nike position as of Q1 2026 after selling out during the quarter.
Mowery & Schoenfeld Wealth Management sold 40 Nike shares in Q1 2026, an estimated $2.55K.
Mowery & Schoenfeld Wealth Management first reported a position in Nike in Q4 2023 and held it in 6 quarters.
Mowery & Schoenfeld Wealth Management's Nike position peaked at $65.7K in Q1 2025.
1,911 funds tracked by Wall St. Rank held Nike as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.