Legacy Wealth Asset Management, LLC LSTR — LANDSTAR SYS INC

Ownership history in Legacy Wealth Asset Management, LLC  ·  5 quarters on record

AI Ownership Summary

Legacy Wealth Asset Management, LLC reported LANDSTAR SYS INC (LSTR) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.1% in 2026 Q1. The latest visible filing shows LSTR at 0.10% 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 LSTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Wealth Asset Management, LLC's position in LANDSTAR SYS INC, 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 Q1

LSTR was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2026 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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.

LSTR stock page Legacy Wealth Asset Management, LLC fund profile Legacy Wealth Asset Management, LLC full holdings
How Legacy Wealth Asset Management, LLC held LSTR — position size vs. price
% of Fund (quarterly)    LSTR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 2,613 +10 +0.4% 0.10% $419K 2026-04-08 $171.45
2025 Q4 ADDED — — — 2,603 +119 +4.8% 0.09% $374K 2026-01-12 $154.73
2025 Q3 ADDED — — — 2,484 +34 +1.4% 0.07% $304K 2025-10-14 $124.62
2025 Q2 ADDED — — — 2,450 +857 +53.8% 0.09% $341K 2025-07-30 $130.40
2025 Q1 INITIATED — — — 1,593 — — 0.07% $239K 2025-04-09 $137.58

🏢 Other funds also holding LSTR

As of 2026 Q1 — sorted by position size

REINHART PARTNERS, LLC. 3Y 7Y 3.15% MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3Y 7Y 1.52% Laurus Global Equity Management Inc. 3Y 1.35% Cardinal Capital Management 3Y 7Y 0.53% Bayforest Capital Ltd 0.38% Boston Trust Walden Corp 3Y 7Y 0.35% Inspire Investing, LLC 3Y 7Y 0.27% GHP Investment Advisors, Inc. 3Y 7Y 0.23% Continuum Advisory, LLC 3Y 0.22% Trivium Point Advisory, LLC 3Y 7Y 0.22%

FAQ About Legacy Wealth Asset Management, LLC and LSTR

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

How long has Legacy Wealth Asset Management, LLC reported owning LSTR?

Legacy Wealth Asset Management, LLC reported LSTR across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported LSTR position in Legacy Wealth Asset Management, LLC's portfolio?

The largest reported portfolio weight for LSTR was 0.10% in 2026 Q1.

What is the latest reported LSTR position on this page?

The most recent filing on this page is 2026 Q1, when Legacy Wealth Asset Management, LLC reported 2,613 shares, equal to 0.10% of portfolio, with an estimated market value of $419K.

What does the chart on this LSTR ownership page compare?

The chart compares Legacy Wealth Asset Management, LLC's quarterly LSTR 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.

How well did Legacy Wealth Asset Management, LLC time their LSTR position?

Based on 13F filing dates vs. subsequent LSTR price moves, Legacy Wealth Asset Management, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on LSTR relative to SPY over the holding period was +1.2%.

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