LBMC Investment Advisors’s MongoDB MDB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$840K	Hold	2,500	–	–	0.05%	125
2026 Q1	$612K	Hold	2,500	–	–	0.04%	135
2025 Q4	$1.05M	Hold	2,500	–	–	0.06%	100
2025 Q3	$776K	Hold	2,500	–	–	0.05%	115
2025 Q2	$525K	Hold	2,500	–	–	0.04%	123
2025 Q1	$439K	Hold	2,500	–	–	0.03%	128
2024 Q4	$582K	Hold	2,500	–	–	0.05%	108
2024 Q3	$676K	Hold	2,500	–	–	0.05%	95
2024 Q2	$625K	Hold	2,500	–	–	0.05%	95
2024 Q1	$897K	Hold	2,500	–	–	0.08%	76
2023 Q4	$1.02M	Hold	2,500	–	–	0.1%	58
2023 Q3	$829K	Hold	2,500	–	–	0.09%	67
2023 Q2	$1.03M	Hold	2,500	–	–	0.1%	57
2023 Q1	$583K	Hold	2,500	–	–	0.06%	88
2022 Q4	$492K	Hold	2,500	–	–	0.05%	93
2022 Q3	$496K	Hold	2,500	–	–	0.06%	82
2022 Q2	$649K	Hold	2,500	–	–	0.07%	67
2022 Q1	$1.11M	Hold	2,500	–	–	0.1%	53
2021 Q4	$1.32M	Sell	2,500 -9,689	-79%	-$4.96M	0.11%	49
2021 Q3	$1.18M	Buy	12,189 +9,689	+388%	+$3.9M	0.11%	52
2021 Q2	$904K	Hold	2,500	–	–	0.09%	65
2021 Q1	$669K	Hold	2,500	–	–	0.07%	65
2020 Q4	$898K	Hold	2,500	–	–	0.11%	50
2020 Q3	$579K	Hold	2,500	–	–	0.08%	59
2020 Q2	$566K	Hold	2,500	–	–	0.09%	51
2020 Q1	$341K	Buy	+2,500	New	+$369K	0.06%	63

Other funds holding MDB

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

LBMC Investment Advisors held its MongoDB (MDB) position steady in Q2 2026 at 2,500 shares worth $840K. The position accounts for 0.05% of the portfolio, ranked #125.

LBMC Investment Advisors first reported a position in MDB in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.32M in Q4 2021. 872 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

LBMC Investment Advisors held 2,500 shares of MongoDB worth $840K as of Q2 2026.
LBMC Investment Advisors left its MongoDB share count unchanged in Q2 2026.
MongoDB made up 0.05% of LBMC Investment Advisors's portfolio in Q2 2026, its #125 holding.
LBMC Investment Advisors first reported a position in MongoDB in Q1 2020 and has held it in 26 quarters since.
LBMC Investment Advisors's MongoDB position peaked at $1.32M in Q4 2021.
872 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

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