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Pimco shares owned by LWM Advisory Services

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

Historical chart of LWM Advisory Services investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by LWM Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $484k 18k 26.52

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View all positions for LWM Advisory Services

Top funds holding Pimco

Bank of America Corporation
Charles Schwab Investment Management
Sixth Street Partners Management Company
LPL Financial
Morgan Stanley
Envestnet Asset Management
Sequoia Financial Advisors
HighTower Advisors
Wells Fargo & Company
Raymond James Financial
AE Wealth Management
Pure Financial Advisors
Retirement Planning Group
Advance Capital Management
Goss Wealth Management

View all funds holding Pimco