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LM Advisors’s Eaton ETN Stock Holding History

LM Advisors’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06M Buy
2,490
+1,560
+168% +$629K 0.12% 102
2026
Q1 		$2.6K Buy
930
+65
+8% +$23.1K 0.04% 168
2025
Q4 		$2.71K Sell
865
-1,935
-69% -$686K 0.05% 162
2025
Q3 		$1.05M Sell
2,800
-70
-2% -$25.5K 0.15% 88
2025
Q2 		$1.02M Sell
2,870
-5,699
-67% -$1.76M 0.13% 82
2025
Q1 		$2.33M Buy
8,569
+5,917
+223% +$1.84M 0.42% 46
2024
Q4 		$880K Buy
+2,652
New +$931K 0.16% 91

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LM Advisors's ETN Position: Q2 2026 in Review

LM Advisors increased its Eaton (ETN) stake by 168% in Q2 2026, buying an estimated $629K and bringing the position to 2,490 shares worth $1.06M. The position accounts for 0.12% of the portfolio, ranked #102.

LM Advisors first reported a position in ETN in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.33M in Q1 2025. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • LM Advisors held 2,490 shares of Eaton worth $1.06M as of Q2 2026.
  • LM Advisors bought 1,560 Eaton shares in Q2 2026, an estimated $629K.
  • Eaton made up 0.12% of LM Advisors's portfolio in Q2 2026, its #102 holding.
  • LM Advisors first reported a position in Eaton in Q4 2024 and has held it in 7 quarters since.
  • LM Advisors's Eaton position peaked at $2.33M in Q1 2025.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

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