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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lummis Asset Management's UAL Position: Q1 2026 in Review

Lummis Asset Management held its United Airlines (UAL) position steady in Q1 2026 at 21 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #177.

Lummis Asset Management first reported a position in UAL in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.35K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Lummis Asset Management held 21 shares of United Airlines worth $1.93K as of Q1 2026.
Lummis Asset Management left its United Airlines share count unchanged in Q1 2026.
United Airlines made up ﹤0.01% of Lummis Asset Management's portfolio in Q1 2026, its #177 holding.
Lummis Asset Management first reported a position in United Airlines in Q4 2023 and has held it in 10 quarters since.
Lummis Asset Management's United Airlines position peaked at $2.35K in Q4 2025.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Lummis Asset Management's 13F filing for Q1 2026, filed 11 May 2026.