GWM
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Gibbs Wealth Management’s Comfort Systems FIX Stock Holding History

Gibbs Wealth 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
Q1 		$776K Buy
563
+203
+56% +$258K 0.1% 203
2025
Q4 		$364K Sell
360
-232
-39% -$214K 0.09% 246
2025
Q3 		$489K Sell
592
-432
-42% -$293K 0.11% 212
2025
Q2 		$549K Buy
1,024
+205
+25% +$89.3K 0.11% 214
2025
Q1 		$264K Buy
819
+294
+56% +$119K 0.06% 270
2024
Q4 		$223K Sell
525
-1,269
-71% -$557K 0.06% 268
2024
Q3 		$700K Buy
1,794
+111
+7% +$36.6K 0.23% 102
2024
Q2 		$512K Buy
1,683
+161
+11% +$51.2K 0.21% 114
2024
Q1 		$484K Buy
+1,522
New +$389K 0.28% 96

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Gibbs Wealth Management's FIX Position: Q1 2026 in Review

Gibbs Wealth Management increased its Comfort Systems (FIX) stake by 56% in Q1 2026, buying an estimated $258K and bringing the position to 563 shares worth $776K. The position accounts for 0.1% of the portfolio, ranked #203.

Gibbs Wealth Management first reported a position in FIX in Q1 2024 and has held it in 9 quarters since. 1,201 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Gibbs Wealth Management held 563 shares of Comfort Systems worth $776K as of Q1 2026.
  • Gibbs Wealth Management bought 203 Comfort Systems shares in Q1 2026, an estimated $258K.
  • Comfort Systems made up 0.1% of Gibbs Wealth Management's portfolio in Q1 2026, its #203 holding.
  • Gibbs Wealth Management first reported a position in Comfort Systems in Q1 2024 and has held it in 9 quarters since.
  • 1,201 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.