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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
2024-09-30 $267k 10k 26.65

More positions owned by Lodestone Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
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Vanguard Index Fds Value Etf (VTV)
Amgen (AMGN)
JPMorgan Chase & Co. (JPM)
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Capital Group Dividend Value Shs Creation Uni (CGDV)
Lennar Corp Cl A (LEN)
American Express Company (AXP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
D.R. Horton (DHI)
Merck & Co (MRK)

View all positions for Lodestone Wealth Management

Top funds holding Pimco

Retirement Planning Group
Sequoia Financial Advisors
LPL Financial
AE Wealth Management
HighTower Advisors
Goss Wealth Management
Krilogy Financial
Envestnet Asset Management
Family Investment Center
Wells Fargo & Company
Berger Financial Group
Falcon Wealth Planning
WCG Wealth Advisors
TCG Advisory Services
Cardinal Point Capital Management, ULC

View all funds holding Pimco