F/M Investments’s Comfort Systems FIX Stock Holding History

F/M Investments’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	$263K	Sell	135 -53	-28%	-$96.2K	0.01%	322
2026 Q1	$256K	Sell	188 -441	-70%	-$560K	0.02%	304
2025 Q4	$587K	Sell	629 -155	-20%	-$143K	0.02%	321
2025 Q3	$647K	Buy	784 +5	+0.6%	+$3.39K	0.02%	320
2025 Q2	$418K	Sell	779 -796	-51%	-$347K	0.02%	335
2025 Q1	$508K	Sell	1,575 -10,181	-87%	-$4.11M	0.02%	327
2024 Q4	$4.99M	Sell	11,756 -29,282	-71%	-$12.9M	0.18%	115
2024 Q3	$16M	Sell	41,038 -20,509	-33%	-$6.76M	0.5%	46
2024 Q2	$18.7M	Buy	+61,547	New	+$19.6M	0.68%	28

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

F/M Investments's FIX Position: Q2 2026 in Review

F/M Investments reduced its Comfort Systems (FIX) stake by 28% in Q2 2026, selling an estimated $96.2K and leaving 135 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #322.

F/M Investments first reported a position in FIX in Q2 2024 and has held it in 9 quarters since. The position peaked at $18.7M in Q2 2024. 1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

F/M Investments held 135 shares of Comfort Systems worth $263K as of Q2 2026.
F/M Investments sold 53 Comfort Systems shares in Q2 2026, an estimated $96.2K.
Comfort Systems made up 0.01% of F/M Investments's portfolio in Q2 2026, its #322 holding.
F/M Investments first reported a position in Comfort Systems in Q2 2024 and has held it in 9 quarters since.
F/M Investments's Comfort Systems position peaked at $18.7M in Q2 2024.
1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.