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Williamson Legacy Group’s Idexx Laboratories IDXX Stock Holding History

Williamson Legacy Group’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 		– Sell
-1,462
Closed -$989K – 95
2025
Q4 		$989K Buy
1,462
+6
+0.4% +$4.09K 0.77% 56
2025
Q3 		$930K Buy
+1,456
New +$884K 0.72% 68

Other funds holding IDXX

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
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

Williamson Legacy Group's IDXX Position: Q1 2026 in Review

Williamson Legacy Group sold out of Idexx Laboratories (IDXX) in Q1 2026, closing a stake of 1,462 shares — an estimated $989K sold.

Williamson Legacy Group first reported a position in IDXX in Q3 2025 and held it in 2 quarters. The position peaked at $989K in Q4 2025. 1,311 funds tracked by Wall St. Rank hold IDXX as of Q1 2026.

  • Williamson Legacy Group reported no remaining Idexx Laboratories position as of Q1 2026 after selling out during the quarter.
  • Williamson Legacy Group sold 1,462 Idexx Laboratories shares in Q1 2026, an estimated $989K.
  • Williamson Legacy Group first reported a position in Idexx Laboratories in Q3 2025 and held it in 2 quarters.
  • Williamson Legacy Group's Idexx Laboratories position peaked at $989K in Q4 2025.
  • 1,311 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2026.

Based on Williamson Legacy Group's 13F filing for Q1 2026, filed 13 May 2026.