Brown, Lisle/Cummings’s Intuit INTU Stock Holding History

Brown, Lisle/Cummings’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$618K	Buy	1,430 +12	+0.8%	+$5.72K	0.15%	128
2025 Q4	$939K	Buy	1,418 +1,000	+239%	+$661K	0.23%	101
2025 Q3	$285K	Hold	418	–	–	0.07%	185
2025 Q2	$329K	Buy	418 +1	+0.2%	+$677	0.09%	179
2025 Q1	$256K	Buy	417 +7	+2%	+$4.2K	0.07%	186
2024 Q4	$258K	Hold	410	–	–	0.08%	186
2024 Q3	$255K	Hold	410	–	–	0.08%	186
2024 Q2	$269K	Hold	410	–	–	0.09%	179
2024 Q1	$267K	Hold	410	–	–	0.09%	177
2023 Q4	$256K	Buy	410 +10	+3%	+$5.52K	0.1%	176
2023 Q3	$204K	Hold	400	–	–	0.09%	179
2023 Q2	$183K	Hold	400	–	–	0.08%	188
2023 Q1	$178K	Buy	400 +125	+45%	+$51.3K	0.09%	180
2022 Q4	$107K	Hold	275	–	–	0.06%	204
2022 Q3	$107K	Buy	275 +250	+1,000%	+$108K	0.06%	202
2022 Q2	$9.64K	Buy	+25	New	+$10.4K	0.01%	363

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Brown, Lisle/Cummings's INTU Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its Intuit (INTU) stake by 0.85% in Q1 2026, buying an estimated $5.72K and bringing the position to 1,430 shares worth $618K. The position accounts for 0.15% of the portfolio, ranked #128.

Brown, Lisle/Cummings first reported a position in INTU in Q2 2022 and has held it in 16 quarters since. The position peaked at $939K in Q4 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Brown, Lisle/Cummings held 1,430 shares of Intuit worth $618K as of Q1 2026.
Brown, Lisle/Cummings bought 12 Intuit shares in Q1 2026, an estimated $5.72K.
Intuit made up 0.15% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #128 holding.
Brown, Lisle/Cummings first reported a position in Intuit in Q2 2022 and has held it in 16 quarters since.
Brown, Lisle/Cummings's Intuit position peaked at $939K in Q4 2025.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.