IIM
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Illumine Investment Management’s Comfort Systems FIX Stock Holding History

Illumine 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
Q1 		$1.45M Sell
1,052
-544
-34% -$691K 1.12% 32
2025
Q4 		$1.49M Sell
1,596
-69
-4% -$63.7K 1.09% 34
2025
Q3 		$1.37M Buy
1,665
+8
+0.5% +$5.42K 0.98% 38
2025
Q2 		$889K Buy
1,657
+12
+0.7% +$5.23K 0.71% 45
2025
Q1 		$530K Buy
1,645
+71
+5% +$28.6K 0.43% 67
2024
Q4 		$668K Buy
+1,574
New +$691K 0.55% 54

Other funds holding FIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Illumine Investment Management's FIX Position: Q1 2026 in Review

Illumine Investment Management reduced its Comfort Systems (FIX) stake by 34% in Q1 2026, selling an estimated $691K and leaving 1,052 shares worth $1.45M. The position accounts for 1.12% of the portfolio, ranked #32.

Illumine Investment Management first reported a position in FIX in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.49M in Q4 2025. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Illumine Investment Management held 1,052 shares of Comfort Systems worth $1.45M as of Q1 2026.
  • Illumine Investment Management sold 544 Comfort Systems shares in Q1 2026, an estimated $691K.
  • Comfort Systems made up 1.12% of Illumine Investment Management's portfolio in Q1 2026, its #32 holding.
  • Illumine Investment Management first reported a position in Comfort Systems in Q4 2024 and has held it in 6 quarters since.
  • Illumine Investment Management's Comfort Systems position peaked at $1.49M in Q4 2025.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Illumine Investment Management's 13F filing for Q1 2026, filed 4 May 2026.