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LRI Investments’s DT Midstream DTM Stock Holding History

LRI Investments’s Portfolio DTM Stock Details DTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.8K Buy
305
+7
+2% +$990 ﹤0.01% 575
2026
Q1 		$40.1K Hold
298
– – ﹤0.01% 550
2025
Q4 		$35.7K Hold
298
– – ﹤0.01% 602
2025
Q3 		$33.7K Hold
298
– – ﹤0.01% 620
2025
Q2 		$32.8K Sell
298
-13
-4% -$1.32K ﹤0.01% 619
2025
Q1 		$30K Hold
311
– – ﹤0.01% 609
2024
Q4 		$30.9K Hold
311
– – ﹤0.01% 597
2024
Q3 		$30.9K Hold
311
– – ﹤0.01% 585
2024
Q2 		$22.1K Hold
311
– – ﹤0.01% 589
2024
Q1 		$19K Buy
+311
New +$17.3K ﹤0.01% 385

Other funds holding DTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LRI Investments's DTM Position: Q2 2026 in Review

LRI Investments increased its DT Midstream (DTM) stake by 2.3% in Q2 2026, buying an estimated $990 and bringing the position to 305 shares worth $44.8K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

LRI Investments first reported a position in DTM in Q1 2024 and has held it in 10 quarters since. 712 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • LRI Investments held 305 shares of DT Midstream worth $44.8K as of Q2 2026.
  • LRI Investments bought 7 DT Midstream shares in Q2 2026, an estimated $990.
  • DT Midstream made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #575 holding.
  • LRI Investments first reported a position in DT Midstream in Q1 2024 and has held it in 10 quarters since.
  • 712 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.