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Pimco shares owned by LHM

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by LHM from 13F filings

Historical chart of LHM investment in Pimco

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All positions including Pimco held by LHM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by LHM

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 605k 26.84
2025-06-30 $16M 600k 26.54
2025-03-31 $3.0M 113k 26.35
2024-12-31 $2.9M 113k 26.05
2024-09-30 $999k 38k 26.65

More positions owned by LHM

Vanguard Index Fds Total Stk Mkt (VTI)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Series Trust S&p Biotech (XBI)
Take-Two Interactive Software (TTWO)
Universal Display Corporation (OLED)
Western Alliance Bancorporation (WAL)
Kraneshares Trust Csi Chi Internet (KWEB)
IPG Photonics Corporation (IPGP)
Kornit Digital SHS (KRNT)
Marvell Technology (MRVL)
Xpel (XPEL)
Novo-nordisk A S Adr (NVO)
Security Natl Finl Corp Cl A New (SNFCA)
Winnebago Industries (WGO)

View all positions for LHM

Top funds holding Pimco

LPL Financial
Morgan Stanley
HighTower Advisors
Sequoia Financial Advisors
Envestnet Asset Management
Retirement Planning Group
AE Wealth Management
Goss Wealth Management
TruWealth Advisors
Raymond James Financial
Advance Capital Management
Gr Financial Group
Advocacy Wealth Management Services
Krilogy Financial
CWM

View all funds holding Pimco