J. Derek Lewis & Associates Inc. CGIC — CAPITAL GROUP INTERNATIONAL

Ownership history in J. Derek Lewis & Associates Inc.  ·  4 quarters on record

AI Ownership Summary

J. Derek Lewis & Associates Inc. reported CAPITAL GROUP INTERNATIONAL (CGIC) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 1.46% in 2026 Q3. The latest visible filing shows CGIC at 1.46% 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 CGIC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was J. Derek Lewis & Associates Inc.'s position in CAPITAL GROUP INTERNATIONAL, 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
2026 Q3

CGIC was reported at 1.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.46% in 2026 Q3

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

Time in book
Holding Window
2025 Q4 to 2026 Q3

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 J. Derek Lewis & Associates Inc. held CGIC — position size vs. price
% of Fund (quarterly)    CGIC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 225,462 +34,400 +18.0% 1.46% $8.1M 2026-11-03 $34.83
2026 Q2 ADDED — — — 191,062 +73,887 +63.1% 1.31% $7.0M 2026-07-31 $35.84
2026 Q1 UNCHANGED — — — 117,175 — 0% 0.89% $3.8M 2026-05-21 $35.71
2025 Q4 INITIATED — — — 117,175 — — 0.89% $3.8M 2026-03-23 $32.42

FAQ About J. Derek Lewis & Associates Inc. and CGIC

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

How long has J. Derek Lewis & Associates Inc. reported owning CGIC?

J. Derek Lewis & Associates Inc. reported CGIC across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported CGIC position in J. Derek Lewis & Associates Inc.'s portfolio?

The largest reported portfolio weight for CGIC was 1.46% in 2026 Q3.

What is the latest reported CGIC position on this page?

The most recent filing on this page is 2026 Q3, when J. Derek Lewis & Associates Inc. reported 225,462 shares, equal to 1.46% of portfolio, with an estimated market value of $8.1M.

What does the chart on this CGIC ownership page compare?

The chart compares J. Derek Lewis & Associates Inc.'s quarterly CGIC 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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