CMBA
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C.M. Bidwell & Associates’s Comfort Systems FIX Stock Holding History

C.M. Bidwell & Associates’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 		$517K Sell
261
-8
-3% -$14.5K 0.21% 72
2026
Q1 		$371K Sell
269
-1
-0.4% -$1.27K 0.17% 75
2025
Q4 		$252K Buy
270
+22
+9% +$20.3K 0.12% 113
2025
Q3 		$205K Buy
+248
New +$168K 0.1% 128

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

C.M. Bidwell & Associates's FIX Position: Q2 2026 in Review

C.M. Bidwell & Associates reduced its Comfort Systems (FIX) stake by 3% in Q2 2026, selling an estimated $14.5K and leaving 261 shares worth $517K. The position accounts for 0.21% of the portfolio, ranked #72.

C.M. Bidwell & Associates first reported a position in FIX in Q3 2025 and has held it in 4 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • C.M. Bidwell & Associates held 261 shares of Comfort Systems worth $517K as of Q2 2026.
  • C.M. Bidwell & Associates sold 8 Comfort Systems shares in Q2 2026, an estimated $14.5K.
  • Comfort Systems made up 0.21% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #72 holding.
  • C.M. Bidwell & Associates first reported a position in Comfort Systems in Q3 2025 and has held it in 4 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.