LBMC Investment Advisors’s United Airlines UAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$393K	Hold	4,267	–	–	0.02%	167
2025 Q4	$477K	Hold	4,267	–	–	0.03%	144
2025 Q3	$412K	Hold	4,267	–	–	0.03%	155
2025 Q2	$340K	Hold	4,267	–	–	0.02%	159
2025 Q1	$295K	Hold	4,267	–	–	0.02%	162
2024 Q4	$414K	Hold	4,267	–	–	0.03%	129
2024 Q3	$243K	Hold	4,267	–	–	0.02%	173
2024 Q2	$208K	Hold	4,267	–	–	0.02%	181
2024 Q1	$204K	Buy	+4,267	New	+$183K	0.02%	178
2023 Q3	–	Sell	-4,450	Closed	-$244K	–	166
2023 Q2	$244K	Sell	4,450 -443	-9%	-$20.9K	0.02%	141
2023 Q1	$217K	Buy	+4,893	New	+$234K	0.02%	153
2022 Q2	–	Sell	-4,893	Closed	-$227K	–	165
2022 Q1	$227K	Hold	4,893	–	–	0.02%	148
2021 Q4	$214K	Sell	4,893 -2,387	-33%	-$111K	0.02%	158
2021 Q3	$233	Buy	7,280 +2,387	+49%	+$112K	0.02%	150
2021 Q2	$256K	Hold	4,893	–	–	0.02%	141
2021 Q1	$282K	Sell	4,893 -250	-5%	-$12.2K	0.03%	107
2020 Q4	$222K	Buy	+5,143	New	+$208K	0.03%	123

Other funds holding UAL

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

LBMC Investment Advisors held its United Airlines (UAL) position steady in Q1 2026 at 4,267 shares worth $393K. The position accounts for 0.02% of the portfolio, ranked #167.

LBMC Investment Advisors first reported a position in UAL in Q4 2020 and has held it in 17 quarters since. The position peaked at $477K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

LBMC Investment Advisors held 4,267 shares of United Airlines worth $393K as of Q1 2026.
LBMC Investment Advisors left its United Airlines share count unchanged in Q1 2026.
United Airlines made up 0.02% of LBMC Investment Advisors's portfolio in Q1 2026, its #167 holding.
LBMC Investment Advisors first reported a position in United Airlines in Q4 2020 and has held it in 17 quarters since.
LBMC Investment Advisors's United Airlines position peaked at $477K in Q4 2025.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

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