DOSSIER · 13F Holders · Q2 2026
LGVAX
LM CM VALUE TRUST CL A
2 institutions still hold LM CM VALUE TRUST CL A as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 524686623·2 13F holders·last filed Jun 30, 2026
AI Holders Summary · Q2 2026
2 institutions reported LGVAX in Q2 2026. Williams Jones Wealth Management, LLC. leads at 91.2% of the visible book.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.