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Lummis Asset Management’s United Rentals URI Stock Holding History

Lummis Asset Management’s Portfolio URI Stock Details URI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.19K Hold
3
– – ﹤0.01% 173
2025
Q4 		$2.43K Hold
3
– – ﹤0.01% 165
2025
Q3 		$2.86K Hold
3
– – ﹤0.01% 141
2025
Q2 		$2.26K Hold
3
– – ﹤0.01% 142
2025
Q1 		$1.88K Hold
3
– – ﹤0.01% 147
2024
Q4 		$2.11K Hold
3
– – ﹤0.01% 123
2024
Q3 		$2.43K Hold
3
– – ﹤0.01% 124
2024
Q2 		$1.94K Hold
3
– – ﹤0.01% 129
2024
Q1 		$2.16K Hold
3
– – ﹤0.01% 131
2023
Q4 		$1.72K Buy
+3
New +$1.42K ﹤0.01% 154

Other funds holding URI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Lummis Asset Management held its United Rentals (URI) position steady in Q1 2026 at 3 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #173.

Lummis Asset Management first reported a position in URI in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.86K in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Lummis Asset Management held 3 shares of United Rentals worth $2.19K as of Q1 2026.
  • Lummis Asset Management left its United Rentals share count unchanged in Q1 2026.
  • United Rentals made up ﹤0.01% of Lummis Asset Management's portfolio in Q1 2026, its #173 holding.
  • Lummis Asset Management first reported a position in United Rentals in Q4 2023 and has held it in 10 quarters since.
  • Lummis Asset Management's United Rentals position peaked at $2.86K in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

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