WWM
XYZ

Western Wealth Management’s Block Inc XYZ Stock Holding History

Western Wealth Management’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 		$215K Sell
3,565
-110
-3% -$6.69K 0.01% 901
2025
Q4 		$239K Sell
3,675
-804
-18% -$55.5K 0.01% 741
2025
Q3 		$324K Buy
4,479
+112
+3% +$8.38K 0.02% 574
2025
Q2 		$297K Buy
4,367
+122
+3% +$7.1K 0.02% 555
2025
Q1 		$231K Sell
4,245
-229
-5% -$17.1K 0.02% 608
2024
Q4 		$380K Sell
4,474
-179
-4% -$14.7K 0.02% 451
2024
Q3 		$312K Sell
4,653
-189
-4% -$12.2K 0.02% 585
2024
Q2 		$312K Sell
4,842
-104
-2% -$7.28K 0.02% 485
2024
Q1 		$418K Buy
4,946
+8
+0.2% +$579 0.03% 414
2023
Q4 		$382K Sell
4,938
-27
-0.5% -$1.53K 0.03% 478
2023
Q3 		$220K Sell
4,965
-611
-11% -$37.8K 0.02% 587
2023
Q2 		$371K Sell
5,576
-426
-7% -$26.6K 0.03% 449
2023
Q1 		$412K Sell
6,002
-22
-0.4% -$1.65K 0.04% 422
2022
Q4 		$379K Sell
6,024
-17,687
-75% -$1.09M 0.04% 407
2022
Q3 		$1.29M Sell
23,711
-1,703
-7% -$121K 0.07% 255
2022
Q2 		$1.56M Buy
25,414
+220
+0.9% +$20.1K 0.09% 224
2022
Q1 		$3.42M Buy
25,194
+12,299
+95% +$1.49M 0.17% 133
2021
Q4 		$2.08M Buy
+12,895
New +$2.79M 0.21% 114
2021
Q2 		$3.84M Buy
15,788
+138
+0.9% +$32K 0.39% 49
2021
Q1 		$3.55M Buy
15,650
+4,044
+35% +$946K 0.48% 37
2020
Q4 		$2.53M Buy
11,606
+3,223
+38% +$629K 0.37% 58
2020
Q3 		$1.36M Buy
8,383
+734
+10% +$104K 0.22% 104
2020
Q2 		$803K Sell
7,649
-4,705
-38% -$360K 0.15% 153
2020
Q1 		$647K Buy
12,354
+1,213
+11% +$83K 0.15% 153
2019
Q4 		$697K Sell
11,141
-681
-6% -$43.5K 0.11% 189
2019
Q3 		$725K Sell
11,822
-2,268
-16% -$154K 0.15% 153
2019
Q2 		$1.02M Sell
14,090
-305
-2% -$21.3K 0.13% 130
2019
Q1 		$1.06M Buy
14,395
+270
+2% +$19.6K 0.24% 103
2018
Q4 		$799K Buy
+14,125
New +$997K 0.21% 118

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

Western Wealth Management's XYZ Position: Q1 2026 in Review

Western Wealth Management reduced its Block Inc (XYZ) stake by 3% in Q1 2026, selling an estimated $6.69K and leaving 3,565 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #901.

Western Wealth Management first reported a position in XYZ in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.84M in Q2 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Western Wealth Management held 3,565 shares of Block Inc worth $215K as of Q1 2026.
  • Western Wealth Management sold 110 Block Inc shares in Q1 2026, an estimated $6.69K.
  • Block Inc made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #901 holding.
  • Western Wealth Management first reported a position in Block Inc in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's Block Inc position peaked at $3.84M in Q2 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.