SL
XYZ

Salomon & Ludwin’s Block Inc XYZ Stock Holding History

Salomon & Ludwin’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 		$6.58K Sell
110
-183
-62% -$11.1K ﹤0.01% 1680
2025
Q4 		$20.1K Buy
293
+182
+164% +$12.6K ﹤0.01% 899
2025
Q3 		$8.54K Buy
+111
New +$8.31K ﹤0.01% 1431

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

Salomon & Ludwin's XYZ Position: Q1 2026 in Review

Salomon & Ludwin reduced its Block Inc (XYZ) stake by 62% in Q1 2026, selling an estimated $11.1K and leaving 110 shares worth $6.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1680.

Salomon & Ludwin first reported a position in XYZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $20.1K in Q4 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Salomon & Ludwin held 110 shares of Block Inc worth $6.58K as of Q1 2026.
  • Salomon & Ludwin sold 183 Block Inc shares in Q1 2026, an estimated $11.1K.
  • Block Inc made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1680 holding.
  • Salomon & Ludwin first reported a position in Block Inc in Q3 2025 and has held it in 3 quarters since.
  • Salomon & Ludwin's Block Inc position peaked at $20.1K in Q4 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.