AIM
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Anchor Investment Management’s Comfort Systems FIX Stock Holding History

Anchor Investment Management’s Portfolio FIX Stock Details FIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$157K Buy
79
+10
+14% +$18.1K 0.01% 423
2026
Q1 		$95.2K Buy
69
+10
+17% +$12.7K 0.01% 491
2025
Q4 		$55.1K Hold
59
– – ﹤0.01% 581
2025
Q3 		$48.7K Hold
59
– – ﹤0.01% 589
2025
Q2 		$31.6K Sell
59
-35
-37% -$15.2K ﹤0.01% 646
2025
Q1 		$30.3K Hold
94
– – ﹤0.01% 647
2024
Q4 		$39.9K Hold
94
– – ﹤0.01% 600
2024
Q3 		$36.7K Buy
94
+19
+25% +$6.26K ﹤0.01% 607
2024
Q2 		$22.8K Hold
75
– – ﹤0.01% 633
2024
Q1 		$23.8K Buy
+75
New +$19.2K ﹤0.01% 647

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Anchor Investment Management's FIX Position: Q2 2026 in Review

Anchor Investment Management increased its Comfort Systems (FIX) stake by 14% in Q2 2026, buying an estimated $18.1K and bringing the position to 79 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #423.

Anchor Investment Management first reported a position in FIX in Q1 2024 and has held it in 10 quarters since. 1,352 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Anchor Investment Management held 79 shares of Comfort Systems worth $157K as of Q2 2026.
  • Anchor Investment Management bought 10 Comfort Systems shares in Q2 2026, an estimated $18.1K.
  • Comfort Systems made up 0.01% of Anchor Investment Management's portfolio in Q2 2026, its #423 holding.
  • Anchor Investment Management first reported a position in Comfort Systems in Q1 2024 and has held it in 10 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.