GRAYBILL WEALTH MANAGEMENT, LTD. QXO β€” QXO INC COM NEW

Ownership history in GRAYBILL WEALTH MANAGEMENT, LTD.  Β·  2 quarters on record

AI Ownership Summary

GRAYBILL WEALTH MANAGEMENT, LTD. reported QXO INC COM NEW (QXO) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 1.15% in 2025 Q3. The latest visible filing shows QXO at 1.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this QXO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GRAYBILL WEALTH MANAGEMENT, LTD.'s position in QXO INC COM NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

QXO was reported at 1.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.15% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GRAYBILL WEALTH MANAGEMENT, LTD. held QXO β€” position size vs. price
% of Fund (quarterly)    QXO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 198,714 +2,536 +1.3% 1.13% $3.8M 2026-02-14 (Est.) $27.07
2025 Q3 INITIATED β€” β€” β€” 196,178 β€” β€” 1.15% $3.7M 2025-11-24 $16.81

FAQ About GRAYBILL WEALTH MANAGEMENT, LTD. and QXO

These are the practical questions this page is built to answer before you even open the full history table.

How long has GRAYBILL WEALTH MANAGEMENT, LTD. reported owning QXO?

GRAYBILL WEALTH MANAGEMENT, LTD. reported QXO across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported QXO position in GRAYBILL WEALTH MANAGEMENT, LTD.'s portfolio?

The largest reported portfolio weight for QXO was 1.15% in 2025 Q3.

What is the latest reported QXO position on this page?

The most recent filing on this page is 2025 Q4, when GRAYBILL WEALTH MANAGEMENT, LTD. reported 198,714 shares, equal to 1.13% of portfolio, with an estimated market value of $3.8M.

What does the chart on this QXO ownership page compare?

The chart compares GRAYBILL WEALTH MANAGEMENT, LTD.'s quarterly QXO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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