Lvm Capital Management LTD Purchases and Sells in Q2 2025

Lvm Capital Management LTD

$963 Million
Q2 2025

Top Buys

Incresed Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	2.22K + 2.73%	$94.31 - $157.99 $209K - $351K	83.6K $13.2M
NVT	28 + 0.02%	$45.2 - $73.35 $1.27K - $2.05K	158K $11.6M
JPM	2K + 3.75%	$210.28 - $289.91 $421K - $581K	55.4K $16M
NOC	6.24K + 18.76%	$456.3 - $540.39 $2.85M - $3.37M	39.5K $19.7M
HUBB	478 + 1.62%	$315.94 - $408.41 $151K - $195K	30K $12.2M
PANW	483 + 1.03%	$152.44 - $204.64 $73.6K - $98.8K	47.5K $9.73M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UBER	107K New	$64.62 - $93.3 $6.9M - $9.96M	107K $9.96M
DG	6.51K New	$86.02 - $114.95 $560K - $748K	6.51K $744K
NEM	10.7K New	$44.18 - $59.46 $471K - $634K	10.7K $621K
MCK	819 New	$652.83 - $732.78 $535K - $600K	819 $600K
VRSN	2.01K New	$234.49 - $288.8 $472K - $581K	2.01K $580K
ROL	9.38K New	$50.65 - $58.58 $475K - $549K	9.38K $529K

Top Sells

Reduced Positions

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LMT	-23.2K - 68.57%	$430.82 - $486.45 $10M - $11.3M	10.7K $4.93M
AAPL	-3.71K - 0.95%	$172.42 - $223.89 $639K - $830K	387K $79.4M
ICLR	-16.1K - 28.39%	$126.62 - $168.7 $2.04M - $2.72M	40.6K $5.91M
JNJ	-1.36K - 0.92%	$146.36 - $159.82 $199K - $217K	147K $22.4M
PG	-144 - 0.08%	$157.66 - $172.39 $22.7K - $24.8K	182K $29M
CVX	-2.82K - 5.46%	$133.73 - $168.51 $376K - $474K	48.8K $6.99M

Activity Summary All Purchases 47 New Holdings 14 Increased Positions 33 All Sells 64 Reductions 64 Sold out 0 Calls 0 Puts 0

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