Lakeridge Wealth Management »

PIMCO Short Term Mncpl shares owned by Lakeridge Wealth Management

Quarter-by-quarter ownership of PIMCO Short Term Mncpl (SMMU) shares owned by Lakeridge Wealth Management from 13F filings

Historical chart of Lakeridge Wealth Management investment in PIMCO Short Term Mncpl

Tip: Access up to 7 years of quarterly data

All positions including PIMCO Short Term Mncpl held by Lakeridge Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in PIMCO Short Term Mncpl by Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 32k 50.45

More positions owned by Lakeridge Wealth Management

Fidelity Covington Trust High Divid Etf (FDVV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Sherwin-Williams Company (SHW)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Dimensional Etf Trust Short Duration F (DFSD)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
International Business Machines (IBM)

View all positions for Lakeridge Wealth Management

Top funds holding PIMCO Short Term Mncpl

Stonebridge Financial Group
Captrust Financial Advisors
CWM
Cetera Investment Advisers
LPL Financial
John A. Wolfe & Associates
Sagespring Wealth Partners
Biltmore Wealth Management
TD Capital Management
Advisor Group Holdings
Raymond James Financial
Wells Fargo & Company
Condor Capital Management
Axxcess Wealth Management
Websterrogers Financial Advisors

View all funds holding PIMCO Short Term Mncpl