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Tufton Capital Management’s Invesco QQQ Trust QQQ Stock Holding History

Tufton Capital Management’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$478K Buy
649
+35
+6% +$24.1K 0.08% 99
2026
Q1 		$354K Sell
614
-2
-0.3% -$1.22K 0.06% 106
2025
Q4 		$378K Buy
616
+15
+2% +$9.2K 0.07% 102
2025
Q3 		$361K Sell
601
-35
-6% -$20K 0.06% 105
2025
Q2 		$351K Buy
636
+144
+29% +$71.6K 0.07% 104
2025
Q1 		$231K Buy
492
+85
+21% +$43.2K 0.04% 115
2024
Q4 		$208K Buy
+407
New +$206K 0.04% 118

Other funds holding QQQ

AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Tufton Capital Management's QQQ Position: Q2 2026 in Review

Tufton Capital Management increased its Invesco QQQ Trust (QQQ) stake by 5.7% in Q2 2026, buying an estimated $24.1K and bringing the position to 649 shares worth $478K. The position accounts for 0.08% of the portfolio, ranked #99.

Tufton Capital Management first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Tufton Capital Management held 649 shares of Invesco QQQ Trust worth $478K as of Q2 2026.
  • Tufton Capital Management bought 35 Invesco QQQ Trust shares in Q2 2026, an estimated $24.1K.
  • Invesco QQQ Trust made up 0.08% of Tufton Capital Management's portfolio in Q2 2026, its #99 holding.
  • Tufton Capital Management first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
  • 2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Tufton Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.