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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LMG Wealth Partners's ETN Position: Q1 2026 in Review

LMG Wealth Partners reduced its Eaton (ETN) stake by 2.6% in Q1 2026, selling an estimated $64.8K and leaving 6,829 shares worth $2.44M. The position accounts for 0.45% of the portfolio, ranked #66.

LMG Wealth Partners first reported a position in ETN in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.97M in Q3 2024. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

LMG Wealth Partners held 6,829 shares of Eaton worth $2.44M as of Q1 2026.
LMG Wealth Partners sold 182 Eaton shares in Q1 2026, an estimated $64.8K.
Eaton made up 0.45% of LMG Wealth Partners's portfolio in Q1 2026, its #66 holding.
LMG Wealth Partners first reported a position in Eaton in Q4 2022 and has held it in 14 quarters since.
LMG Wealth Partners's Eaton position peaked at $2.97M in Q3 2024.
2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.