LBMC INVESTMENT ADVISORS, LLC historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, LBMC INVESTMENT ADVISORS, LLC opened 149 positions, added to 482, reduced 227 and sold out of 98.
- Q2 2026: Stock SMCI; Country of operation United States; Class COM NEW; Shares before 39,418.
- Q2 2026: Stock SNOW; Country of operation United States; Class COM SHS; Shares before 4,328.
- Q2 2026: Stock FBTC; Country of operation United States; Class SHS; Shares before 10,850.
- Q2 2026: Stock ADI; Country of operation United States; Class COM; Shares before 1,892.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1536924), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-16); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-11); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-12); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-07); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-05); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-10); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-02); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-06); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-04); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-29); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-15); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-22); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-16); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-01); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-16); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2011-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | SMCI
SUPER MICRO COMPUTER INC | United States | COM NEW | 39,418 | 0 | -39,418 | $897,548 | $0 | -$897,548 | 2026-08-10 |
|---|
| Q2 2026 | SNOW
SNOWFLAKE INC | United States | COM SHS | 4,328 | 0 | -4,328 | $652,749 | $0 | -$652,749 | 2026-08-10 |
|---|
| Q2 2026 | FBTC
FIDELITY WISE ORIGIN BITCOIN | United States | SHS | 10,850 | 0 | -10,850 | $640,476 | $0 | -$640,476 | 2026-08-10 |
|---|
| Q2 2026 | ADI
ANALOG DEVICES INC | United States | COM | 1,892 | 0 | -1,892 | $601,921 | $0 | -$601,921 | 2026-08-10 |
|---|
| Q2 2026 | STX
SEAGATE TECHNOLOGY HLDNGS PL | | ORD SHS | 1,000 | 0 | -1,000 | $391,760 | $0 | -$391,760 | 2026-08-10 |
|---|
| Q2 2026 | HONZZZZ
HONEYWELL INTL INC | | COM | 1,654 | 0 | -1,654 | $373,854 | $0 | -$373,854 | 2026-08-10 |
|---|
| Q2 2026 | AMAT
APPLIED MATLS INC | United States | COM | 1,050 | 0 | -1,050 | $358,880 | $0 | -$358,880 | 2026-08-10 |
|---|
| Q2 2026 | MPC
MARATHON PETE CORP | United States | COM | 1,338 | 0 | -1,338 | $326,764 | $0 | -$326,764 | 2026-08-10 |
|---|
| Q2 2026 | T
AT&T INC | United States | COM | 10,738 | 0 | -10,738 | $311,289 | $0 | -$311,289 | 2026-08-10 |
|---|
| Q2 2026 | FBK
FB FINL CORP | United States | COM | 5,614 | 0 | -5,614 | $291,605 | $0 | -$291,605 | 2026-08-10 |
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| Q2 2026 | APLD
APPLIED DIGITAL CORP | United States | COM NEW | 11,930 | 0 | -11,930 | $283,219 | $0 | -$283,219 | 2026-08-10 |
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| Q2 2026 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 5,640 | 0 | -5,640 | $283,118 | $0 | -$283,118 | 2026-08-10 |
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| Q2 2026 | TXN
TEXAS INSTRS INC | United States | COM | 1,286 | 0 | -1,286 | $249,665 | $0 | -$249,665 | 2026-08-10 |
|---|
| Q2 2026 | MSTR
STRATEGY INC | United States | CL A NEW | 1,858 | 0 | -1,858 | $231,879 | $0 | -$231,879 | 2026-08-10 |
|---|
| Q2 2026 | PRU
PRUDENTIAL FINL INC | United States | COM | 2,297 | 0 | -2,297 | $224,409 | $0 | -$224,409 | 2026-08-10 |
|---|
| Q2 2026 | DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 1,541 | 0 | -1,541 | $201,838 | $0 | -$201,838 | 2026-08-10 |
|---|
| Q1 2026 | PM
PHILIP MORRIS INTL INC | United States | COM | 2,318 | 0 | -2,318 | $371,766 | $0 | -$371,766 | 2026-05-14 |
|---|
| Q1 2026 | CRM
SALESFORCE INC | United States | COM | 1,028 | 0 | -1,028 | $272,328 | $0 | -$272,328 | 2026-05-14 |
|---|
| Q1 2026 | LUV
SOUTHWEST AIRLS CO | United States | COM | 6,336 | 0 | -6,336 | $261,850 | $0 | -$261,850 | 2026-05-14 |
|---|
| Q1 2026 | HRB
BLOCK H & R INC | United States | COM | 5,000 | 0 | -5,000 | $217,900 | $0 | -$217,900 | 2026-05-14 |
|---|
| Q1 2026 | GEHC
GE HEALTHCARE TECHNOLOGIES I | United States | COMMON STOCK | 2,518 | 0 | -2,518 | $206,541 | $0 | -$206,541 | 2026-05-14 |
|---|
| Q1 2026 | RVTY
REVVITY INC | United States | COM | 2,133 | 0 | -2,133 | $206,368 | $0 | -$206,368 | 2026-05-14 |
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| Q1 2026 | PYPL
PAYPAL HLDGS INC | United States | COM | 3,500 | 0 | -3,500 | $204,330 | $0 | -$204,330 | 2026-05-14 |
|---|
| Q4 2025 | GOOG
Google Inc Class C | United States | COM | 26,536 | 0 | -26,536 | $6,462,881 | $0 | -$6,462,881 | 2026-02-12 |
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| Q4 2025 | BRKB
Berkshire Hathaway Cl B | | COM | 11,571 | 0 | -11,571 | $5,817,205 | $0 | -$5,817,205 | 2026-02-12 |
|---|
| Q4 2025 | META
Facebook Inc Class A | United States | COM | 5,907 | 0 | -5,907 | $4,337,845 | $0 | -$4,337,845 | 2026-02-12 |
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| Q4 2025 | GOOGL
Google Inc Cl A | United States | COM | 15,552 | 0 | -15,552 | $3,780,637 | $0 | -$3,780,637 | 2026-02-12 |
|---|
| Q4 2025 | AON
A O N Plc | Ireland | COM | 9,391 | 0 | -9,391 | $3,348,643 | $0 | -$3,348,643 | 2026-02-12 |
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| Q4 2025 | MA
Mastercard Inc | United States | COM | 3,141 | 0 | -3,141 | $1,786,823 | $0 | -$1,786,823 | 2026-02-12 |
|---|
| Q4 2025 | SMBK
Smartfinancial Inc | United States | COM | 43,865 | 0 | -43,865 | $1,567,296 | $0 | -$1,567,296 | 2026-02-12 |
|---|
| Q4 2025 | GE
General Electric Company | United States | COM | 4,820 | 0 | -4,820 | $1,449,975 | $0 | -$1,449,975 | 2026-02-12 |
|---|
| Q4 2025 | SHOP
Shopify Inc | | COM | 8,950 | 0 | -8,950 | $1,330,060 | $0 | -$1,330,060 | 2026-02-12 |
|---|
| Q4 2025 | FBTC
FIDELITY WISE ORIGIN BITCOIN FUND | United States | COM | 12,655 | 0 | -12,655 | $1,263,096 | $0 | -$1,263,096 | 2026-02-12 |
|---|
| Q4 2025 | V
Visa Inc Cl A | United States | COM | 3,692 | 0 | -3,692 | $1,260,291 | $0 | -$1,260,291 | 2026-02-12 |
|---|
| Q4 2025 | SMCI
Super Micro Computer Inc | United States | COM | 24,985 | 0 | -24,985 | $1,197,781 | $0 | -$1,197,781 | 2026-02-12 |
|---|
| Q4 2025 | C
Citigroup Inc | United States | COM | 9,979 | 0 | -9,979 | $1,012,869 | $0 | -$1,012,869 | 2026-02-12 |
|---|
| Q4 2025 | SNOW
Snowflake Cl A Ord | United States | COM | 4,328 | 0 | -4,328 | $976,180 | $0 | -$976,180 | 2026-02-12 |
|---|
| Q4 2025 | NBIS
Nebius Group NV | | COM | 7,190 | 0 | -7,190 | $807,221 | $0 | -$807,221 | 2026-02-12 |
|---|
| Q4 2025 | MDB
Mongodb Inc Cl A | United States | COM | 2,500 | 0 | -2,500 | $775,950 | $0 | -$775,950 | 2026-02-12 |
|---|
| Q4 2025 | ETN
Eaton Corporation | | COM | 1,851 | 0 | -1,851 | $692,737 | $0 | -$692,737 | 2026-02-12 |
|---|
| Q4 2025 | TRUX
Truxton Corp | | COM | 8,339 | 0 | -8,339 | $667,120 | $0 | -$667,120 | 2026-02-12 |
|---|
| Q4 2025 | MSTR
Microstrategy Inc Cl A | United States | COM | 1,891 | 0 | -1,891 | $609,299 | $0 | -$609,299 | 2026-02-12 |
|---|
| Q4 2025 | PLTR
Palantir Technologies Inc | United States | COM | 3,042 | 0 | -3,042 | $554,922 | $0 | -$554,922 | 2026-02-12 |
|---|
| Q4 2025 | DUK
Duke Energy Corporation | United States | COM | 4,235 | 0 | -4,235 | $524,128 | $0 | -$524,128 | 2026-02-12 |
|---|
| Q4 2025 | MS
Morgan Stanley | United States | COM | 2,764 | 0 | -2,764 | $439,365 | $0 | -$439,365 | 2026-02-12 |
|---|
| Q4 2025 | TT
Trane Technologies PLC | | COM | 1,000 | 0 | -1,000 | $421,960 | $0 | -$421,960 | 2026-02-12 |
|---|
| Q4 2025 | BR
Broadridge Financial Solutions Inc. | United States | COM | 1,767 | 0 | -1,767 | $420,846 | $0 | -$420,846 | 2026-02-12 |
|---|
| Q4 2025 | MMM
3M Company | United States | COM | 2,587 | 0 | -2,587 | $401,466 | $0 | -$401,466 | 2026-02-12 |
|---|
| Q4 2025 | USB
U S Bancorp Del New | United States | COM | 8,011 | 0 | -8,011 | $387,192 | $0 | -$387,192 | 2026-02-12 |
|---|
| Q4 2025 | IIIV
i3 Verticals Inc | United States | COM | 10,450 | 0 | -10,450 | $339,207 | $0 | -$339,207 | 2026-02-12 |
|---|
| Q4 2025 | FCX
Freeport Mcmoran Copper | United States | COM | 7,950 | 0 | -7,950 | $311,799 | $0 | -$311,799 | 2026-02-12 |
|---|
| Q4 2025 | GLD
Spdr Gold TRUST | United States | COM | 815 | 0 | -815 | $289,708 | $0 | -$289,708 | 2026-02-12 |
|---|
| Q4 2025 | IAU
Ishares Gold Trust ETF | United States | COM | 3,878 | 0 | -3,878 | $282,202 | $0 | -$282,202 | 2026-02-12 |
|---|
| Q4 2025 | CTAS
Cintas Corp | United States | COM | 1,374 | 0 | -1,374 | $282,027 | $0 | -$282,027 | 2026-02-12 |
|---|
| Q4 2025 | APLD
Applied Digital Corp | United States | COM | 11,930 | 0 | -11,930 | $273,674 | $0 | -$273,674 | 2026-02-12 |
|---|
| Q4 2025 | DRI
Darden Restaurants Inc | United States | COM | 1,269 | 0 | -1,269 | $241,567 | $0 | -$241,567 | 2026-02-12 |
|---|
| Q4 2025 | STX
Seagate Technology | | COM | 1,000 | 0 | -1,000 | $236,060 | $0 | -$236,060 | 2026-02-12 |
|---|
| Q4 2025 | ET
Energy Transfer Equity LP | United States | COM | 13,494 | 0 | -13,494 | $231,557 | $0 | -$231,557 | 2026-02-12 |
|---|
| Q4 2025 | HLI
Houlihan Lokey Inc Cl A | United States | COM | 1,068 | 0 | -1,068 | $219,331 | $0 | -$219,331 | 2026-02-12 |
|---|
| Q4 2025 | SALQF
ATLAS SALT ORD | | COM | 10,000 | 0 | -10,000 | $5,180 | $0 | -$5,180 | 2026-02-12 |
|---|
| Q3 2025 | CRWD
CrowdStrike Holdings Inc | United States | COM | 500 | 0 | -500 | $254,655 | $0 | -$254,655 | 2025-10-07 |
|---|
| Q3 2025 | RVTY
PerkinElmer Inc | United States | COM | 2,133 | 0 | -2,133 | $206,304 | $0 | -$206,304 | 2025-10-07 |
|---|
| Q2 2025 | RCL
Royal Carribean Cruisesf | United States | COM | 1,500 | 0 | -1,500 | $308,160 | $0 | -$308,160 | 2025-07-09 |
|---|
| Q1 2025 | SYY
Sysco Corporation | United States | COM | 10,615 | 0 | -10,615 | $811,623 | $0 | -$811,623 | 2025-04-09 |
|---|
| Q1 2025 | XYZ
Square Inc Cl A | United States | COM | 4,042 | 0 | -4,042 | $343,530 | $0 | -$343,530 | 2025-04-09 |
|---|
| Q1 2025 | FBK
FB Financial Corp | United States | COM | 4,265 | 0 | -4,265 | $219,667 | $0 | -$219,667 | 2025-04-09 |
|---|
| Q1 2025 | UPS
United Parcel Service B | United States | COM | 1,736 | 0 | -1,736 | $218,869 | $0 | -$218,869 | 2025-04-09 |
|---|
| Q1 2025 | GPN
Global Pmts Inc Com | United States | COM | 1,817 | 0 | -1,817 | $203,613 | $0 | -$203,613 | 2025-04-09 |
|---|
| Q4 2024 | SSBXXXX
South St Corp Com | United States | COM | 9,902 | 0 | -9,902 | $962,276 | $0 | -$962,276 | 2025-01-16 |
|---|
| Q4 2024 | CVS
C V S Corp Del | United States | COM | 3,899 | 0 | -3,899 | $245,169 | $0 | -$245,169 | 2025-01-16 |
|---|
| Q4 2024 | INTC
Intel Corp | United States | COM | 10,248 | 0 | -10,248 | $240,410 | $0 | -$240,410 | 2025-01-16 |
|---|
| Q4 2024 | DOW
Dow Chemical Company | United States | COM | 4,398 | 0 | -4,398 | $240,263 | $0 | -$240,263 | 2025-01-16 |
|---|
| Q4 2024 | MPC
Marathon Pete Corp | United States | COM | 1,338 | 0 | -1,338 | $218,007 | $0 | -$218,007 | 2025-01-16 |
|---|
| Q4 2024 | TMO
Thermo Fisher Scntfc | United States | COM | 345 | 0 | -345 | $213,407 | $0 | -$213,407 | 2025-01-16 |
|---|
| Q4 2024 | GIS
General Mills Inc | United States | COM | 2,876 | 0 | -2,876 | $212,390 | $0 | -$212,390 | 2025-01-16 |
|---|
| Q4 2024 | AMAT
Applied Materials Inc | United States | COM | 1,050 | 0 | -1,050 | $212,153 | $0 | -$212,153 | 2025-01-16 |
|---|
| Q4 2024 | ARCC
Ares Capital Corp | United States | COM | 10,079 | 0 | -10,079 | $211,054 | $0 | -$211,054 | 2025-01-16 |
|---|
| Q3 2024 | ABNB
Airbnb Inc | United States | COM | 1,519 | 0 | -1,519 | $230,326 | $0 | -$230,326 | 2024-10-08 |
|---|
| Q3 2024 | HUM
Humana Inc | United States | COM | 600 | 0 | -600 | $224,190 | $0 | -$224,190 | 2024-10-08 |
|---|
| Q2 2024 | GPN
Global Pmts Inc Com | United States | COM | 1,817 | 0 | -1,817 | $242,860 | $0 | -$242,860 | 2024-07-11 |
|---|
| Q2 2024 | NKE
Nike Inc Class B | United States | COM | 2,416 | 0 | -2,416 | $227,047 | $0 | -$227,047 | 2024-07-11 |
|---|
| Q2 2024 | STZ
Constellation Brand Cl A | United States | COM | 775 | 0 | -775 | $210,614 | $0 | -$210,614 | 2024-07-11 |
|---|
| Q2 2024 | GIS
General Mills Inc | United States | COM | 2,871 | 0 | -2,871 | $200,906 | $0 | -$200,906 | 2024-07-11 |
|---|
| Q2 2024 | TMO
Thermo Fisher Scntfc | United States | COM | 345 | 0 | -345 | $200,517 | $0 | -$200,517 | 2024-07-11 |
|---|
| Q1 2024 | YUM
YUM Brands, Inc. | United States | COM | 1,893 | 0 | -1,893 | $247,339 | $0 | -$247,339 | 2024-04-12 |
|---|
| Q1 2024 | PLAB
Photronics Inc | United States | COM | 6,693 | 0 | -6,693 | $209,959 | $0 | -$209,959 | 2024-04-12 |
|---|
| Q3 2016 | FLO
Flowers Foods | United States | COM | 16,621 | 0 | -16,621 | $312,000 | $0 | -$312,000 | 2016-11-07 |
|---|
| Q3 2016 | HD
Home Depot Inc | United States | COM | 1,714 | 0 | -1,714 | $219,000 | $0 | -$219,000 | 2016-11-07 |
|---|
| Q2 2015 | KMI
Kinder Morgan Inc | United States | COM | 6,040 | 0 | -6,040 | $254,000 | $0 | -$254,000 | 2015-08-04 |
|---|
| Q1 2015 | D
Dominion Res Inc Va New | United States | COM | 2,604 | 0 | -2,604 | $200,000 | $0 | -$200,000 | 2015-04-29 |
|---|
| Q4 2014 | VZ
Verizon Communications | United States | COM | 4,299 | 0 | -4,299 | $215,000 | $0 | -$215,000 | 2015-01-15 |
|---|
| Q4 2014 | KEY
Keycorp Inc New | United States | COM | 13,648 | 0 | -13,648 | $182,000 | $0 | -$182,000 | 2015-01-15 |
|---|
| Q3 2014 | OPK
Opko Health Inc | United States | COM | 1,622,341 | 0 | -1,622,341 | $14,341,000 | $0 | -$14,341,000 | 2014-10-22 |
|---|
| Q2 2014 | IBM
Intl Business Machines | United States | COM | 3,144 | 0 | -3,144 | $605,000 | $0 | -$605,000 | 2014-07-16 |
|---|
| Q1 2014 | GNW
Genworth Financial Inc | United States | COM | 12,325 | 0 | -12,325 | $191,000 | $0 | -$191,000 | 2014-05-01 |
|---|
| Q1 2014 | KEY
Keycorp Inc New | United States | COM | 13,835 | 0 | -13,835 | $186,000 | $0 | -$186,000 | 2014-05-01 |
|---|
| Q4 2013 | OPK
Opko Health Inc | United States | COM | 1,105,239 | 0 | -1,105,239 | $9,737,000 | $0 | -$9,737,000 | 2014-01-16 |
|---|
| Q4 2013 | SO
The Southern Company | United States | COM | 10,987 | 0 | -10,987 | $452,000 | $0 | -$452,000 | 2014-01-16 |
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