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Pimco shares owned by Lodestone Wealth Management

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

Historical chart of Lodestone Wealth Management investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $352k 13k 26.84
2025-06-30 $348k 13k 26.54
2025-03-31 $347k 13k 26.35
2024-12-31 $314k 12k 25.92
2024-09-30 $267k 10k 26.65

More positions owned by Lodestone Wealth Management

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Capital Group Core Plus Income Etf Etf (CGCP)
Capital Group Dividend Value Etf Etf (CGDV)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Capital Group Short Duration Income Etf Etf (CGSD)
Jpmorgan Chase & Co Stock (JPM)
Nvidia Corporation Stock (NVDA)
Vanguard Value Etf Etf (VTV)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Amgen Stock (AMGN)
Dimensional U.s. Equity Market Etf Etf (DFUS)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for Lodestone Wealth Management

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