HIA
BURL icon

HFM Investment Advisors’s Burlington BURL Stock Holding History

HFM Investment Advisors’s Portfolio BURL Stock Details BURL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$976 Hold
3
– – ﹤0.01% 413
2025
Q4 		$867 Hold
3
– – ﹤0.01% 504
2025
Q3 		$764 Hold
3
– – ﹤0.01% 483
2025
Q2 		$698 Buy
3
+1
+50% +$238 ﹤0.01% 514
2025
Q1 		$477 Buy
+2
New +$518 ﹤0.01% 304

Other funds holding BURL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HFM Investment Advisors's BURL Position: Q1 2026 in Review

HFM Investment Advisors held its Burlington (BURL) position steady in Q1 2026 at 3 shares worth $976. The position accounts for ﹤0.01% of the portfolio, ranked #413.

HFM Investment Advisors first reported a position in BURL in Q1 2025 and has held it in 5 quarters since. 624 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

  • HFM Investment Advisors held 3 shares of Burlington worth $976 as of Q1 2026.
  • HFM Investment Advisors left its Burlington share count unchanged in Q1 2026.
  • Burlington made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #413 holding.
  • HFM Investment Advisors first reported a position in Burlington in Q1 2025 and has held it in 5 quarters since.
  • 624 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.