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LM Advisors’s Uber UBER Stock Holding History

LM Advisors’s Portfolio UBER Stock Details UBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.76K Buy
+271
New +$20.9K 0.06% 146
2025
Q4 		– Sell
-2,265
Closed -$222K – 222
2025
Q3 		$222K Buy
+2,265
New +$212K 0.03% 199
2024
Q2 		– Hold
0
– – – 20
2024
Q1 		– Sell
-1,000
Closed -$61.6K – 672
2023
Q4 		$61.6K Buy
+1,000
New +$52.3K 0.01% 298

Other funds holding UBER

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LM Advisors's UBER Position: Q1 2026 in Review

LM Advisors opened a new position in Uber (UBER) in Q1 2026: 271 shares worth $3.76K. The stake represents 0.06% of the portfolio and ranks #146 among its holdings. This is a return to the name: LM Advisors previously reported a position in UBER as recently as Q3 2025.

LM Advisors first reported a position in UBER in Q4 2023 and has held it in 3 quarters since. The position peaked at $222K in Q3 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • LM Advisors held 271 shares of Uber worth $3.76K as of Q1 2026.
  • Uber was a new LM Advisors position in Q1 2026.
  • Uber made up 0.06% of LM Advisors's portfolio in Q1 2026, its #146 holding.
  • LM Advisors first reported a position in Uber in Q4 2023 and has held it in 3 quarters since.
  • LM Advisors's Uber position peaked at $222K in Q3 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

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