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LBMC Investment Advisors’s Eaton ETN Stock Holding History

LBMC Investment Advisors’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$718K Sell
1,684
-200
-11% -$80.7K 0.04% 137
2026
Q1 		$674K Sell
1,884
-27
-1% -$9.61K 0.04% 131
2025
Q4 		$609K Buy
1,911
+60
+3% +$21.3K 0.04% 127
2025
Q3 		$693K Buy
+1,851
New +$673K 0.04% 124

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

LBMC Investment Advisors reduced its Eaton (ETN) stake by 11% in Q2 2026, selling an estimated $80.7K and leaving 1,684 shares worth $718K. The position accounts for 0.04% of the portfolio, ranked #137.

LBMC Investment Advisors first reported a position in ETN in Q3 2025 and has held it in 4 quarters since. 2,677 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • LBMC Investment Advisors held 1,684 shares of Eaton worth $718K as of Q2 2026.
  • LBMC Investment Advisors sold 200 Eaton shares in Q2 2026, an estimated $80.7K.
  • Eaton made up 0.04% of LBMC Investment Advisors's portfolio in Q2 2026, its #137 holding.
  • LBMC Investment Advisors first reported a position in Eaton in Q3 2025 and has held it in 4 quarters since.
  • 2,677 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

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