LBMC Investment Advisors’s Atmos Energy ATO Stock Holding History

LBMC Investment Advisors’s Portfolio ATO Stock Details ATO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$393K	Buy	2,282 +35	+2%	+$6.27K	0.02%	177
2026 Q1	$415K	Sell	2,247 -22	-1%	-$3.89K	0.03%	163
2025 Q4	$380K	Buy	2,269 +22	+1%	+$3.8K	0.02%	161
2025 Q3	$384K	Sell	2,247 -749	-25%	-$121K	0.02%	167
2025 Q2	$462K	Hold	2,996	–	–	0.03%	129
2025 Q1	$463K	Hold	2,996	–	–	0.04%	125
2024 Q4	$417K	Hold	2,996	–	–	0.03%	128
2024 Q3	$416K	Hold	2,996	–	–	0.03%	124
2024 Q2	$349K	Hold	2,996	–	–	0.03%	126
2024 Q1	$356K	Sell	2,996 -749	-20%	-$85.9K	0.03%	126
2023 Q4	$434K	Sell	3,745 -749	-17%	-$83.7K	0.04%	104
2023 Q3	$469K	Sell	4,494 -4	-0.1%	-$467	0.05%	96
2023 Q2	$523K	Buy	4,498 +29	+0.6%	+$3.36K	0.05%	95
2023 Q1	$502K	Buy	4,469 +29	+0.7%	+$3.3K	0.05%	97
2022 Q4	$498K	Buy	4,440 +27	+0.6%	+$2.97K	0.05%	92
2022 Q3	$449K	Hold	4,413	–	–	0.05%	91
2022 Q2	$495K	Hold	4,413	–	–	0.05%	81
2022 Q1	$527K	Hold	4,413	–	–	0.05%	92
2021 Q4	$462K	Hold	4,413	–	–	0.04%	101
2021 Q3	$389	Hold	4,413	–	–	0.04%	106
2021 Q2	$424K	Hold	4,413	–	–	0.04%	99
2021 Q1	$436K	Hold	4,413	–	–	0.05%	85
2020 Q4	$421K	Hold	4,413	–	–	0.05%	82
2020 Q3	$422K	Hold	4,413	–	–	0.06%	73
2020 Q2	$439K	Sell	4,413 -1,086	-20%	-$110K	0.07%	62
2020 Q1	$546K	Hold	5,499	–	–	0.1%	45
2019 Q4	$615K	Hold	5,499	–	–	0.09%	49
2019 Q3	$626K	Hold	5,499	–	–	0.1%	49
2019 Q2	$581K	Hold	5,499	–	–	0.09%	51
2019 Q1	$566K	Hold	5,499	–	–	0.09%	52
2018 Q4	$510K	Hold	5,499	–	–	0.09%	53
2018 Q3	$516K	Buy	5,499 +28	+0.5%	+$2.58K	0.08%	59
2018 Q2	$493K	Buy	5,471 +30	+0.6%	+$2.6K	0.08%	59
2018 Q1	$458K	Buy	5,441 +32	+0.6%	+$2.61K	0.08%	56
2017 Q4	$465K	Buy	5,409 +29	+0.5%	+$2.55K	0.08%	58
2017 Q3	$451K	Buy	5,380 +27	+0.5%	+$2.33K	0.08%	52
2017 Q2	$444K	Buy	5,353 +28	+0.5%	+$2.3K	0.08%	52
2017 Q1	$421K	Buy	5,325 +31	+0.6%	+$2.38K	0.08%	57
2016 Q4	$393K	Buy	5,294 +32	+0.6%	+$2.31K	0.07%	57
2016 Q3	$392K	Buy	5,262 +29	+0.6%	+$2.23K	0.08%	59
2016 Q2	$426K	Buy	5,233 +29	+0.6%	+$2.15K	0.09%	47
2016 Q1	$386K	Buy	5,204 +31	+0.6%	+$2.13K	0.08%	50
2015 Q4	$326K	Buy	5,173 +35	+0.7%	+$2.15K	0.07%	53
2015 Q3	$299K	Buy	5,138 +37	+0.7%	+$2.03K	0.07%	51
2015 Q2	$262K	Sell	5,101 -77	-1%	-$4.13K	0.06%	51
2015 Q1	$286K	Buy	5,178 +115	+2%	+$6.33K	0.06%	50
2014 Q4	$282K	Sell	5,063 -115	-2%	-$6.05K	0.07%	52
2014 Q3	$247K	Buy	+5,178	New	+$258K	0.06%	48

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LBMC Investment Advisors's ATO Position: Q2 2026 in Review

LBMC Investment Advisors increased its Atmos Energy (ATO) stake by 1.6% in Q2 2026, buying an estimated $6.27K and bringing the position to 2,282 shares worth $393K. The position accounts for 0.02% of the portfolio, ranked #177.

LBMC Investment Advisors first reported a position in ATO in Q3 2014 and has held it in 48 quarters since. The position peaked at $626K in Q3 2019. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

LBMC Investment Advisors held 2,282 shares of Atmos Energy worth $393K as of Q2 2026.
LBMC Investment Advisors bought 35 Atmos Energy shares in Q2 2026, an estimated $6.27K.
Atmos Energy made up 0.02% of LBMC Investment Advisors's portfolio in Q2 2026, its #177 holding.
LBMC Investment Advisors first reported a position in Atmos Energy in Q3 2014 and has held it in 48 quarters since.
LBMC Investment Advisors's Atmos Energy position peaked at $626K in Q3 2019.
1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.