LBMC Investment Advisors’s H&R Block HRB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,000	Closed	-$218K	–	233
2025 Q4	$218K	Hold	5,000	–	–	0.01%	216
2025 Q3	$253K	Hold	5,000	–	–	0.02%	208
2025 Q2	$274K	Hold	5,000	–	–	0.02%	181
2025 Q1	$275K	Hold	5,000	–	–	0.02%	168
2024 Q4	$264K	Hold	5,000	–	–	0.02%	170
2024 Q3	$318K	Hold	5,000	–	–	0.03%	147
2024 Q2	$271K	Hold	5,000	–	–	0.02%	151
2024 Q1	$246K	Hold	5,000	–	–	0.02%	157
2023 Q4	$242K	Hold	5,000	–	–	0.02%	142
2023 Q3	$207K	Buy	+5,000	New	+$185K	0.02%	151
2022 Q4	–	Sell	-5,000	Closed	-$213K	–	160
2022 Q3	$213K	Buy	+5,000	New	+$212K	0.02%	143

Other funds holding HRB

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

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

LBMC Investment Advisors sold out of H&R Block (HRB) in Q1 2026, closing a stake of 5,000 shares — an estimated $218K sold.

LBMC Investment Advisors first reported a position in HRB in Q3 2022 and held it in 11 quarters. The position peaked at $318K in Q3 2024. 484 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

LBMC Investment Advisors reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
LBMC Investment Advisors sold 5,000 H&R Block shares in Q1 2026, an estimated $218K.
LBMC Investment Advisors first reported a position in H&R Block in Q3 2022 and held it in 11 quarters.
LBMC Investment Advisors's H&R Block position peaked at $318K in Q3 2024.
484 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

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