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LBMC Investment Advisors’s United Rentals URI Stock Holding History

LBMC Investment Advisors’s Portfolio URI Stock Details URI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$237K Hold
325
– – 0.01% 213
2025
Q4 		$263K Hold
325
– – 0.02% 202
2025
Q3 		$310K Buy
+325
New +$290K 0.02% 195

Other funds holding URI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

LBMC Investment Advisors held its United Rentals (URI) position steady in Q1 2026 at 325 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #213.

LBMC Investment Advisors first reported a position in URI in Q3 2025 and has held it in 3 quarters since. The position peaked at $310K in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • LBMC Investment Advisors held 325 shares of United Rentals worth $237K as of Q1 2026.
  • LBMC Investment Advisors left its United Rentals share count unchanged in Q1 2026.
  • United Rentals made up 0.01% of LBMC Investment Advisors's portfolio in Q1 2026, its #213 holding.
  • LBMC Investment Advisors first reported a position in United Rentals in Q3 2025 and has held it in 3 quarters since.
  • LBMC Investment Advisors's United Rentals position peaked at $310K in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

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