WLPWM
QBTS icon

Walled Lake Planning & Wealth Management’s D-Wave Quantum Inc QBTS Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio QBTS Stock Details QBTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,566
Closed -$236K – 144
2025
Q3 		$236K Buy
+9,566
New +$174K 0.08% 122

Other funds holding QBTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

Walled Lake Planning & Wealth Management's QBTS Position: Q4 2025 in Review

Walled Lake Planning & Wealth Management sold out of D-Wave Quantum Inc (QBTS) in Q4 2025, closing a stake of 9,566 shares — an estimated $236K sold.

Walled Lake Planning & Wealth Management first reported a position in QBTS in Q3 2025 and held it in 1 quarter. The position peaked at $236K in Q3 2025. 512 funds tracked by Wall St. Rank hold QBTS as of Q4 2025.

  • Walled Lake Planning & Wealth Management reported no remaining D-Wave Quantum Inc position as of Q4 2025 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 9,566 D-Wave Quantum Inc shares in Q4 2025, an estimated $236K.
  • Walled Lake Planning & Wealth Management first reported a position in D-Wave Quantum Inc in Q3 2025 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's D-Wave Quantum Inc position peaked at $236K in Q3 2025.
  • 512 funds tracked by Wall St. Rank held D-Wave Quantum Inc as of Q4 2025.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.