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LBMC Investment Advisors’s Royal Caribbean RCL Stock Holding History

LBMC Investment Advisors’s Portfolio RCL Stock Details RCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,500
Closed -$308K – 215
2025
Q1 		$308K Hold
1,500
– – 0.02% 157
2024
Q4 		$346K Hold
1,500
– – 0.03% 147
2024
Q3 		$266K Hold
1,500
– – 0.02% 167
2024
Q2 		$239K Hold
1,500
– – 0.02% 165
2024
Q1 		$209K Buy
+1,500
New +$187K 0.02% 175

Other funds holding RCL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

LBMC Investment Advisors's RCL Position: Q2 2025 in Review

LBMC Investment Advisors sold out of Royal Caribbean (RCL) in Q2 2025, closing a stake of 1,500 shares — an estimated $308K sold.

LBMC Investment Advisors first reported a position in RCL in Q1 2024 and held it in 5 quarters. The position peaked at $346K in Q4 2024. 1,154 funds tracked by Wall St. Rank hold RCL as of Q2 2025.

  • LBMC Investment Advisors reported no remaining Royal Caribbean position as of Q2 2025 after selling out during the quarter.
  • LBMC Investment Advisors sold 1,500 Royal Caribbean shares in Q2 2025, an estimated $308K.
  • LBMC Investment Advisors first reported a position in Royal Caribbean in Q1 2024 and held it in 5 quarters.
  • LBMC Investment Advisors's Royal Caribbean position peaked at $346K in Q4 2024.
  • 1,154 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2025.

Based on LBMC Investment Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.