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Portfolios 207: Investing in Your Company's Stock

Introduction to Investing in Your Company Stock When Company Loyalty Goes Too Far How Much of Your Company's Stock Do You Own? How Much of Your Company's Stock Is Too Much? Summary of Investing in Your Company Stock
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How Much of Your Company's Stock Do You Own?

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How Much of Your Company's Stock Do You Own?

Your company’s stock may appear in a variety of different places and take a variety of different forms:

  • In your employer-sponsored retirement plan. Here, consider not only your purchases, but also your company match, if that match is made in company stock.
  • In the form of vested stock options, which allow you to buy more of the company’s stock.
  • In your taxable accounts, either directly or through mutual funds, if your company’s stock is publicly traded.

Find out how much you own

To see just how much of your company’s stock you own, you’ll need to determine what you own directly and what you own indirectly via your mutual funds. You could scour annual and semiannual reports for that information, then do the math to find out how much of your company’s stock you actually own.

If you have access to an online portfolio analysis tool, you might find reports that can show you how much of your overall portfolio is dedicated to your company’s stock. You may be surprised to find that your mutual funds own your company’s stock, too.