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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LM Advisors's ETN Position: Q1 2026 in Review

LM Advisors increased its Eaton (ETN) stake by 7.5% in Q1 2026, buying an estimated $23.1K and bringing the position to 930 shares worth $2.6K. The position accounts for 0.04% of the portfolio, ranked #168.

LM Advisors first reported a position in ETN in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.33M in Q1 2025. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • LM Advisors held 930 shares of Eaton worth $2.6K as of Q1 2026.
  • LM Advisors bought 65 Eaton shares in Q1 2026, an estimated $23.1K.
  • Eaton made up 0.04% of LM Advisors's portfolio in Q1 2026, its #168 holding.
  • LM Advisors first reported a position in Eaton in Q4 2024 and has held it in 6 quarters since.
  • LM Advisors's Eaton position peaked at $2.33M in Q1 2025.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

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