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SFMG Wealth Advisors’s Idexx Laboratories IDXX Stock Holding History

SFMG Wealth Advisors’s Portfolio IDXX Stock Details IDXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$586K Sell
1,043
-2
-0.2% -$1.28K 0.04% 169
2025
Q4 		$707K Buy
1,045
+423
+68% +$288K 0.05% 145
2025
Q3 		$398K Buy
+622
New +$378K 0.03% 199

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VCM
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFMG Wealth Advisors's IDXX Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its Idexx Laboratories (IDXX) stake by 0.19% in Q1 2026, selling an estimated $1.28K and leaving 1,043 shares worth $586K. The position accounts for 0.04% of the portfolio, ranked #169.

SFMG Wealth Advisors first reported a position in IDXX in Q3 2025 and has held it in 3 quarters since. The position peaked at $707K in Q4 2025. 1,311 funds tracked by Wall St. Rank hold IDXX as of Q1 2026.

  • SFMG Wealth Advisors held 1,043 shares of Idexx Laboratories worth $586K as of Q1 2026.
  • SFMG Wealth Advisors sold 2 Idexx Laboratories shares in Q1 2026, an estimated $1.28K.
  • Idexx Laboratories made up 0.04% of SFMG Wealth Advisors's portfolio in Q1 2026, its #169 holding.
  • SFMG Wealth Advisors first reported a position in Idexx Laboratories in Q3 2025 and has held it in 3 quarters since.
  • SFMG Wealth Advisors's Idexx Laboratories position peaked at $707K in Q4 2025.
  • 1,311 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.