Lummis Asset Management, LP Purchases and Sells in Q1 2025

Lummis Asset Management, LP

$144 Billion
Q1 2025

Top Buys

Incresed Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	20.7K + 162.15%	$375.39 - $447.2 $7.77M - $9.25M	33.5K $12.9B
BSM	338K + 11269.38%	$14.48 - $15.59 $4.89M - $5.26M	341K $4.81B
MTDR	144K + 75.59%	$44.79 - $63.77 $6.43M - $9.15M	333K $15.4B
Berkshire Hathaway	7.49K + 84.4%	N/A	16.4K $8.72B
AAPL	26.9K + 72.05%	$209.68 - $247.1 $5.64M - $6.64M	64.2K $14B
ABT	17.5K + 125.66%	$111.1 - $140.22 $1.94M - $2.45M	31.4K $4.13B

New Holdings

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EQIX	3.72K New	$803.0 - $959.97 $2.99M - $3.57M	3.72K $3.2B
AMGN	3.33K New	$258.59 - $327.36 $862K - $1.09M	3.33K $970M
ITW	3.02K New	$244.9 - $274.48 $738K - $828K	3.02K $732M
WTM	325 New	$1818.58 - $1983.07 $591K - $644K	325 $574M
CSCO	6.67K New	$58.74 - $64.87 $392K - $433K	6.67K $385M
RTX Corporation	2.62K New	N/A	2.62K $331M

Top Sells

Reduced Positions

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MIDD	-8.18K - 93.11%	$133.93 - $172.89 $1.1M - $1.41M	605 $95.1M
VTI	-30 - 1.85%	$271.18 - $303.12 $8.14K - $9.09K	1.6K $438M
APH	-82 - 2.47%	$61.62 - $78.55 $5.05K - $6.44K	3.24K $212M
EPD	-219 - 10.18%	$31.75 - $34.14 $6.95K - $7.48K	1.93K $66M
MCD	-7 - 2.48%	$279.74 - $321.29 $1.96K - $2.25K	275 $85.9M

Activity Summary All Purchases 82 New Holdings 27 Increased Positions 55 All Sells 5 Reductions 5 Sold out 0 Calls 0 Puts 0

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