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LM Advisors’s Enterprise Products Partners EPD Stock Holding History

LM Advisors’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$234K Buy
6,355
+6,115
+2,548% +$231K 0.03% 215
2026
Q1 		$6.36K Buy
240
+36
+18% +$1.27K 0.1% 116
2025
Q4 		$6.36K Buy
+204
New +$6.45K 0.11% 110
2025
Q2 		– Sell
-6,355
Closed -$217K – 208
2025
Q1 		$217K Buy
+6,355
New +$212K 0.04% 205
2024
Q1 		– Sell
-5,855
Closed -$154K – 365
2023
Q4 		$154K Buy
+5,855
New +$156K 0.03% 214

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

LM Advisors's EPD Position: Q2 2026 in Review

LM Advisors increased its Enterprise Products Partners (EPD) stake by 2,548% in Q2 2026, buying an estimated $231K and bringing the position to 6,355 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #215.

LM Advisors first reported a position in EPD in Q4 2023 and has held it in 5 quarters since. 1,587 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • LM Advisors held 6,355 shares of Enterprise Products Partners worth $234K as of Q2 2026.
  • LM Advisors bought 6,115 Enterprise Products Partners shares in Q2 2026, an estimated $231K.
  • Enterprise Products Partners made up 0.03% of LM Advisors's portfolio in Q2 2026, its #215 holding.
  • LM Advisors first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 5 quarters since.
  • 1,587 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.