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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LBMC Investment Advisors's ETN Position: Q1 2026 in Review

LBMC Investment Advisors reduced its Eaton (ETN) stake by 1.4% in Q1 2026, selling an estimated $9.61K and leaving 1,884 shares worth $674K. The position accounts for 0.04% of the portfolio, ranked #131.

LBMC Investment Advisors first reported a position in ETN in Q3 2025 and has held it in 3 quarters since. The position peaked at $693K in Q3 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • LBMC Investment Advisors held 1,884 shares of Eaton worth $674K as of Q1 2026.
  • LBMC Investment Advisors sold 27 Eaton shares in Q1 2026, an estimated $9.61K.
  • Eaton made up 0.04% of LBMC Investment Advisors's portfolio in Q1 2026, its #131 holding.
  • LBMC Investment Advisors first reported a position in Eaton in Q3 2025 and has held it in 3 quarters since.
  • LBMC Investment Advisors's Eaton position peaked at $693K in Q3 2025.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.