Number of Shares
8,872
Previous 10,397 14.67%
Holding current value
$4.02 Billion
Previous $4.79 Billion 15.96%
% of portfolio
5.09%
Previous 5.59%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025

SELL
N/A
-1,525 Reduced 14.67%
8,872 $4.02 Billion
Q3 2024

Nov 06, 2024

BUY
N/A
1,485 Added 16.66%
10,397 $4.79 Billion
Q2 2024

Aug 14, 2024

BUY
N/A
113 Added 1.28%
8,912 $3.63 Billion
Q1 2024

May 16, 2024

SELL
N/A
-6,070 Reduced 40.82%
8,799 $3.7 Billion
Q4 2023

Feb 14, 2024

BUY
N/A
14,869 New
14,869 $5.3 Billion
Track This Portfolio

Track Lummis Asset Management, LP Portfolio

Follow Lummis Asset Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lummis Asset Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Lummis Asset Management, LP with notifications on news.