Lummis Asset Management’s United Airlines UAL Stock Holding History

Lummis Asset Management’s Portfolio UAL Stock Details UAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.86K	Hold	21	–	–	﹤0.01%	165
2026 Q1	$1.93K	Hold	21	–	–	﹤0.01%	177
2025 Q4	$2.35K	Hold	21	–	–	﹤0.01%	166
2025 Q3	$2.03K	Hold	21	–	–	﹤0.01%	145
2025 Q2	$1.67K	Hold	21	–	–	﹤0.01%	147
2025 Q1	$1.45K	Buy	21 +6	+40%	+$567	﹤0.01%	150
2024 Q4	$1.46K	Sell	15 -6	-29%	-$507	﹤0.01%	133
2024 Q3	$1.2K	Buy	21 +3	+17%	+$139	﹤0.01%	136
2024 Q2	$876	Hold	18	–	–	﹤0.01%	145
2024 Q1	$862	Hold	18	–	–	﹤0.01%	150
2023 Q4	$743	Buy	+18	New	+$708	﹤0.01%	170

Other funds holding UAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Lummis Asset Management's UAL Position: Q2 2026 in Review

Lummis Asset Management held its United Airlines (UAL) position steady in Q2 2026 at 21 shares worth $2.86K. The position accounts for ﹤0.01% of the portfolio, ranked #165.

Lummis Asset Management first reported a position in UAL in Q4 2023 and has held it in 11 quarters since. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Lummis Asset Management held 21 shares of United Airlines worth $2.86K as of Q2 2026.
Lummis Asset Management left its United Airlines share count unchanged in Q2 2026.
United Airlines made up ﹤0.01% of Lummis Asset Management's portfolio in Q2 2026, its #165 holding.
Lummis Asset Management first reported a position in United Airlines in Q4 2023 and has held it in 11 quarters since.
1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.