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LBMC Investment Advisors’s HCA Healthcare HCA Stock Holding History

LBMC Investment Advisors’s Portfolio HCA Stock Details HCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.9M Buy
43,301
+1
+0% +$423 0.91% 20
2026
Q1 		$20.5M Sell
43,300
-699
-2% -$352K 1.25% 16
2025
Q4 		$20.5M Sell
43,999
-189
-0.4% -$87.8K 1.26% 16
2025
Q3 		$18.8M Sell
44,188
-950
-2% -$368K 1.2% 15
2025
Q2 		$17.3M Buy
45,138
+2
+0% +$721 1.23% 13
2025
Q1 		$15.6M Buy
45,136
+1
+0% +$322 1.22% 14
2024
Q4 		$13.5M Sell
45,135
-998
-2% -$349K 1.07% 15
2024
Q3 		$18.7M Sell
46,133
-499
-1% -$183K 1.48% 10
2024
Q2 		$15M Buy
46,632
+269
+0.6% +$87.4K 1.3% 11
2024
Q1 		$15.5M Hold
46,363
– – 1.34% 11
2023
Q4 		$12.5M Sell
46,363
-1,023
-2% -$253K 1.19% 14
2023
Q3 		$11.6M Buy
47,386
+714
+2% +$195K 1.23% 12
2023
Q2 		$14.2M Sell
46,672
-98
-0.2% -$27.2K 1.39% 10
2023
Q1 		$12.3M Hold
46,770
– – 1.25% 11
2022
Q4 		$11.2M Buy
46,770
+4
+0% +$896 1.18% 11
2022
Q3 		$8.6M Buy
46,766
+1,002
+2% +$200K 0.99% 17
2022
Q2 		$7.69M Buy
45,764
+2
+0% +$430 0.83% 21
2022
Q1 		$11.5M Hold
45,762
– – 1.01% 16
2021
Q4 		$11.8M Sell
45,762
-15,354
-25% -$3.76M 1.02% 14
2021
Q3 		$11.1K Buy
61,116
+13,108
+27% +$3.2M 1.04% 12
2021
Q2 		$9.93M Sell
48,008
-367
-0.8% -$74.8K 0.94% 17
2021
Q1 		$9.11M Buy
48,375
+5,092
+12% +$898K 0.96% 17
2020
Q4 		$7.12M Hold
43,283
– – 0.84% 19
2020
Q3 		$5.4M Hold
43,283
– – 0.75% 19
2020
Q2 		$4.2M Sell
43,283
-1,165
-3% -$121K 0.66% 21
2020
Q1 		$3.99M Buy
44,448
+2,435
+6% +$315K 0.74% 16
2019
Q4 		$6.21M Sell
42,013
-1,000
-2% -$134K 0.88% 15
2019
Q3 		$5.18M Sell
43,013
-305
-0.7% -$39.4K 0.79% 15
2019
Q2 		$5.86M Hold
43,318
– – 0.89% 14
2019
Q1 		$5.65M Hold
43,318
– – 0.9% 14
2018
Q4 		$5.39M Hold
43,318
– – 0.99% 14
2018
Q3 		$6.03M Buy
43,318
+149
+0.3% +$18.5K 0.96% 14
2018
Q2 		$4.43M Buy
43,169
+156
+0.4% +$15.8K 0.73% 16
2018
Q1 		$4.17M Hold
43,013
– – 0.72% 17
2017
Q4 		$3.78M Sell
43,013
-1,000
-2% -$80.3K 0.62% 18
2017
Q3 		$3.5M Hold
44,013
– – 0.6% 19
2017
Q2 		$3.84M Hold
44,013
– – 0.67% 17
2017
Q1 		$3.92M Hold
44,013
– – 0.7% 17
2016
Q4 		$3.26M Sell
44,013
-1,447
-3% -$108K 0.61% 17
2016
Q3 		$3.44M Buy
45,460
+1,100
+2% +$84.2K 0.66% 17
2016
Q2 		$3.42M Buy
44,360
+13
+0% +$1.03K 0.68% 17
2016
Q1 		$3.46M Hold
44,347
– – 0.72% 17
2015
Q4 		$3M Hold
44,347
– – 0.65% 17
2015
Q3 		$3.43M Hold
44,347
– – 0.78% 16
2015
Q2 		$4.02M Hold
44,347
– – 0.85% 15
2015
Q1 		$3.34M Hold
44,347
– – 0.75% 17
2014
Q4 		$3.25M Hold
44,347
– – 0.76% 17
2014
Q3 		$3.13M Buy
44,347
+180
+0.4% +$11.9K 0.76% 16
2014
Q2 		$2.49M Sell
44,167
-147
-0.3% -$7.76K 0.67% 16
2014
Q1 		$2.33M Sell
44,314
-800
-2% -$39.8K 0.59% 17
2013
Q4 		$2.15M Hold
45,114
– – 0.56% 18
2013
Q3 		$1.93M Buy
45,114
+147
+0.3% +$5.74K 0.57% 19
2013
Q2 		$1.62M Buy
+44,967
New +$1.74M 0.56% 19

Other funds holding HCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

LBMC Investment Advisors increased its HCA Healthcare (HCA) stake by 0% in Q2 2026, buying an estimated $423 and bringing the position to 43,301 shares worth $16.9M. The position accounts for 0.91% of the portfolio, ranked #20.

LBMC Investment Advisors first reported a position in HCA in Q2 2013 and has held it in 53 quarters since. The position peaked at $20.5M in Q4 2025. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • LBMC Investment Advisors held 43,301 shares of HCA Healthcare worth $16.9M as of Q2 2026.
  • LBMC Investment Advisors bought 1 HCA Healthcare share in Q2 2026, an estimated $423.
  • HCA Healthcare made up 0.91% of LBMC Investment Advisors's portfolio in Q2 2026, its #20 holding.
  • LBMC Investment Advisors first reported a position in HCA Healthcare in Q2 2013 and has held it in 53 quarters since.
  • LBMC Investment Advisors's HCA Healthcare position peaked at $20.5M in Q4 2025.
  • 1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

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