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LHM Inc’s Universal Display OLED Stock Holding History

LHM Inc’s Portfolio OLED Stock Details OLED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.46M Hold
74,552
– – 2.2% 14
2026
Q1 		$6.83M Hold
74,552
– – 2.69% 12
2025
Q4 		$8.71M Buy
74,552
+1,510
+2% +$196K 3.24% 9
2025
Q3 		$10.5M Buy
73,042
+17,254
+31% +$2.51M 3.47% 6
2025
Q2 		$8.62M Buy
+55,788
New +$7.81M 2.86% 9

Other funds holding OLED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LHM Inc's OLED Position: Q2 2026 in Review

LHM Inc held its Universal Display (OLED) position steady in Q2 2026 at 74,552 shares worth $6.46M. The position accounts for 2.2% of the portfolio, ranked #14.

LHM Inc first reported a position in OLED in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.5M in Q3 2025. 442 funds tracked by Wall St. Rank hold OLED as of Q2 2026.

  • LHM Inc held 74,552 shares of Universal Display worth $6.46M as of Q2 2026.
  • LHM Inc left its Universal Display share count unchanged in Q2 2026.
  • Universal Display made up 2.2% of LHM Inc's portfolio in Q2 2026, its #14 holding.
  • LHM Inc first reported a position in Universal Display in Q2 2025 and has held it in 5 quarters since.
  • LHM Inc's Universal Display position peaked at $10.5M in Q3 2025.
  • 442 funds tracked by Wall St. Rank held Universal Display as of Q2 2026.

Based on LHM Inc's 13F filing for Q2 2026, filed 12 Aug 2026.