LCM
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LCM Capital Management’s Unilever UL Stock Holding History

LCM Capital Management’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$779K Buy
13,672
+146
+1% +$9.79K 0.39% 38
2025
Q4 		$885K Sell
13,526
-923
-6% -$62K 0.43% 39
2025
Q3 		$964K Sell
14,449
-20
-0.1% -$1.38K 0.46% 37
2025
Q2 		$996K Buy
14,469
+17
+0.1% +$1.19K 0.52% 37
2025
Q1 		$968K Buy
14,452
+278
+2% +$17.9K 0.57% 36
2024
Q4 		$904K Buy
14,174
+41
+0.3% +$2.77K 0.51% 38
2024
Q3 		$1.03M Buy
14,133
+65
+0.5% +$4.49K 0.59% 33
2024
Q2 		$870K Buy
14,068
+288
+2% +$17K 0.54% 32
2024
Q1 		$778K Buy
13,780
+17
+0.1% +$942 0.5% 34
2023
Q4 		$751K Buy
13,763
+48
+0.3% +$2.59K 0.54% 33
2023
Q3 		$762K Buy
13,715
+501
+4% +$29K 0.62% 30
2023
Q2 		$775K Buy
13,214
+121
+0.9% +$7.18K 0.63% 30
2023
Q1 		$765K Buy
13,093
+517
+4% +$29.4K 0.67% 30
2022
Q4 		$712K Hold
12,576
– – 0.69% 26
2022
Q3 		$620K Sell
12,576
-43
-0.3% -$2.25K 0.65% 28
2022
Q2 		$651K Sell
12,619
-95
-0.7% -$4.84K 0.64% 30
2022
Q1 		$652K Buy
12,714
+188
+2% +$10.5K 0.53% 36
2021
Q4 		$758K Buy
12,526
+393
+3% +$23.3K 0.59% 32
2021
Q3 		$740K Sell
12,133
-192
-2% -$12.2K 0.63% 31
2021
Q2 		$811K Sell
12,325
-63
-0.5% -$4.19K 0.67% 23
2021
Q1 		$778K Sell
12,388
-432
-3% -$27.5K 0.7% 22
2020
Q4 		$868K Buy
+12,820
New +$870K 0.83% 21

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LCM Capital Management's UL Position: Q1 2026 in Review

LCM Capital Management increased its Unilever (UL) stake by 1.1% in Q1 2026, buying an estimated $9.79K and bringing the position to 13,672 shares worth $779K. The position accounts for 0.39% of the portfolio, ranked #38.

LCM Capital Management first reported a position in UL in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.03M in Q3 2024. 1,167 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • LCM Capital Management held 13,672 shares of Unilever worth $779K as of Q1 2026.
  • LCM Capital Management bought 146 Unilever shares in Q1 2026, an estimated $9.79K.
  • Unilever made up 0.39% of LCM Capital Management's portfolio in Q1 2026, its #38 holding.
  • LCM Capital Management first reported a position in Unilever in Q4 2020 and has held it in 22 quarters since.
  • LCM Capital Management's Unilever position peaked at $1.03M in Q3 2024.
  • 1,167 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on LCM Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.