LM Advisors’s Blue Owl Capital OBDC Stock Holding History

LM Advisors’s Portfolio OBDC Stock Details OBDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.95M	Buy	174,217 +172,183	+8,465%	+$1.93M	0.22%	71
2026 Q1	$179K	Sell	2,034 -259	-11%	-$3.04K	2.83%	7
2025 Q4	$179K	Sell	2,293 -124,314	-98%	-$1.58M	3.22%	5
2025 Q3	$1.66M	Sell	126,607 -80,000	-39%	-$1.14M	0.24%	71
2025 Q2	$2.96M	Buy	206,607 +86,446	+72%	+$1.23M	0.38%	42
2025 Q1	$1.76M	Buy	+120,161	New	+$1.8M	0.32%	58
2024 Q1	–	Sell	-4,445	Closed	-$65.6K	–	560
2023 Q4	$65.6K	Buy	+4,445	New	+$63.2K	0.01%	292

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 1-Year Est. Return

SONJCPFA

State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return

OPERF

Oregon Public Employees Retirement Fund Tigard, Oregon $9.26B AUM 42.17% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LM Advisors's OBDC Position: Q2 2026 in Review

LM Advisors increased its Blue Owl Capital (OBDC) stake by 8,465% in Q2 2026, buying an estimated $1.93M and bringing the position to 174,217 shares worth $1.95M. The position accounts for 0.22% of the portfolio, ranked #71.

LM Advisors first reported a position in OBDC in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.96M in Q2 2025. 427 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

LM Advisors held 174,217 shares of Blue Owl Capital worth $1.95M as of Q2 2026.
LM Advisors bought 172,183 Blue Owl Capital shares in Q2 2026, an estimated $1.93M.
Blue Owl Capital made up 0.22% of LM Advisors's portfolio in Q2 2026, its #71 holding.
LM Advisors first reported a position in Blue Owl Capital in Q4 2023 and has held it in 7 quarters since.
LM Advisors's Blue Owl Capital position peaked at $2.96M in Q2 2025.
427 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

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