NL
XYZ

NWAM LLC’s Block Inc XYZ Stock Holding History

NWAM LLC’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.07M Buy
17,794
+1,043
+6% +$63.4K 0.06% 282
2025
Q4 		$1.09M Buy
16,751
+1,166
+7% +$80.4K 0.06% 261
2025
Q3 		$1.13M Buy
15,585
+2,329
+18% +$174K 0.06% 263
2025
Q2 		$903K Buy
+13,256
New +$771K 0.05% 284
2022
Q2 		– Sell
-1,937
Closed -$263K – 567
2022
Q1 		$263K Buy
1,937
+499
+35% +$60.4K 0.02% 453
2021
Q4 		$232K Buy
1,438
+79
+6% +$17.1K 0.02% 463
2021
Q3 		$326K Buy
1,359
+55
+4% +$14.1K 0.03% 389
2021
Q2 		$318K Buy
1,304
+193
+17% +$44.8K 0.03% 374
2021
Q1 		$252K Buy
1,111
+142
+15% +$33.2K 0.03% 416
2020
Q4 		$211K Buy
+969
New +$189K 0.02% 414

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NWAM LLC's XYZ Position: Q1 2026 in Review

NWAM LLC increased its Block Inc (XYZ) stake by 6.2% in Q1 2026, buying an estimated $63.4K and bringing the position to 17,794 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #282.

NWAM LLC first reported a position in XYZ in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.13M in Q3 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • NWAM LLC held 17,794 shares of Block Inc worth $1.07M as of Q1 2026.
  • NWAM LLC bought 1,043 Block Inc shares in Q1 2026, an estimated $63.4K.
  • Block Inc made up 0.06% of NWAM LLC's portfolio in Q1 2026, its #282 holding.
  • NWAM LLC first reported a position in Block Inc in Q4 2020 and has held it in 10 quarters since.
  • NWAM LLC's Block Inc position peaked at $1.13M in Q3 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.