Private Wealth Management Group’s Landstar System LSTR Stock Holding History

Private Wealth Management Group’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 Q3	$37.1K	Buy	220 +196	+817%	+$36.4K	0.01%	284
2026 Q2	$4.96K	Hold	24	–	–	﹤0.01%	848
2026 Q1	$3.85K	Hold	24	–	–	﹤0.01%	864
2025 Q4	$3.45K	Buy	+24	New	+$3.2K	﹤0.01%	909
2025 Q3	–	Sell	-5	Closed	-$696	–	1515
2025 Q2	$696	Hold	5	–	–	﹤0.01%	1352
2025 Q1	$751	Hold	5	–	–	﹤0.01%	1329
2024 Q4	$860	Hold	5	–	–	﹤0.01%	1333
2024 Q3	$945	Hold	5	–	–	﹤0.01%	1301
2024 Q2	$923	Hold	5	–	–	﹤0.01%	1308
2024 Q1	$964	Hold	5	–	–	﹤0.01%	1273
2023 Q4	$969	Buy	+5	New	+$885	﹤0.01%	1284

Other funds holding LSTR

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Parthenon LLC Louisville, Kentucky $967M AUM 23.48% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Private Wealth Management Group's LSTR Position: Q3 2026 in Review

Private Wealth Management Group increased its Landstar System (LSTR) stake by 817% in Q3 2026, buying an estimated $36.4K and bringing the position to 220 shares worth $37.1K. The position accounts for 0.01% of the portfolio, ranked #284.

Private Wealth Management Group first reported a position in LSTR in Q4 2023 and has held it in 11 quarters since. 93 funds tracked by Wall St. Rank hold LSTR as of Q3 2026.

Private Wealth Management Group held 220 shares of Landstar System worth $37.1K as of Q3 2026.
Private Wealth Management Group bought 196 Landstar System shares in Q3 2026, an estimated $36.4K.
Landstar System made up 0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #284 holding.
Private Wealth Management Group first reported a position in Landstar System in Q4 2023 and has held it in 11 quarters since.
93 funds tracked by Wall St. Rank held Landstar System as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.