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LMG Wealth Partners’s Eaton ETN Stock Holding History

LMG Wealth Partners’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 		$2.93M Buy
6,870
+41
+0.6% +$16.5K 0.47% 65
2026
Q1 		$2.44M Sell
6,829
-182
-3% -$64.8K 0.45% 66
2025
Q4 		$2.23M Sell
7,011
-477
-6% -$169K 0.42% 69
2025
Q3 		$2.8M Sell
7,488
-35
-0.5% -$12.7K 0.52% 57
2025
Q2 		$2.69M Sell
7,523
-1,684
-18% -$519K 0.55% 56
2025
Q1 		$2.5M Buy
9,207
+621
+7% +$193K 0.56% 53
2024
Q4 		$2.85M Sell
8,586
-380
-4% -$133K 0.62% 50
2024
Q3 		$2.97M Sell
8,966
-144
-2% -$44K 0.68% 45
2024
Q2 		$2.86M Buy
9,110
+24
+0.3% +$7.75K 0.71% 41
2024
Q1 		$2.84M Sell
9,086
-143
-2% -$39.1K 0.72% 44
2023
Q4 		$2.22M Buy
9,229
+167
+2% +$36.9K 0.62% 48
2023
Q3 		$1.93M Sell
9,062
-18
-0.2% -$3.88K 0.59% 49
2023
Q2 		$1.83M Buy
9,080
+300
+3% +$52.8K 0.56% 48
2023
Q1 		$1.5M Buy
8,780
+477
+6% +$79.4K 0.49% 50
2022
Q4 		$1.35M Buy
+8,303
New +$1.27M 0.45% 52

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

LMG Wealth Partners's ETN Position: Q2 2026 in Review

LMG Wealth Partners increased its Eaton (ETN) stake by 0.6% in Q2 2026, buying an estimated $16.5K and bringing the position to 6,870 shares worth $2.93M. The position accounts for 0.47% of the portfolio, ranked #65.

LMG Wealth Partners first reported a position in ETN in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.97M in Q3 2024. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • LMG Wealth Partners held 6,870 shares of Eaton worth $2.93M as of Q2 2026.
  • LMG Wealth Partners bought 41 Eaton shares in Q2 2026, an estimated $16.5K.
  • Eaton made up 0.47% of LMG Wealth Partners's portfolio in Q2 2026, its #65 holding.
  • LMG Wealth Partners first reported a position in Eaton in Q4 2022 and has held it in 15 quarters since.
  • LMG Wealth Partners's Eaton position peaked at $2.97M in Q3 2024.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.