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JLB & Associates’s Maximus MMS Stock Holding History

JLB & Associates’s Portfolio MMS Stock Details MMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7,210
Closed -$462K – 75
2026
Q1 		$462K Buy
7,210
+1,003
+16% +$81.4K 0.07% 67
2025
Q4 		$536K Sell
6,207
-242
-4% -$20.7K 0.07% 65
2025
Q3 		$589K Sell
6,449
-160
-2% -$13K 0.08% 64
2025
Q2 		$464K Sell
6,609
-534
-7% -$37.5K 0.06% 69
2025
Q1 		$487K Sell
7,143
-235
-3% -$16.7K 0.07% 70
2024
Q4 		$551K Sell
7,378
-588
-7% -$48K 0.07% 71
2024
Q3 		$742K Hold
7,966
– – 0.1% 69
2024
Q2 		$683K Sell
7,966
-12
-0.2% -$1.01K 0.09% 73
2024
Q1 		$669K Buy
7,978
+1,808
+29% +$149K 0.09% 71
2023
Q4 		$517K Hold
6,170
– – 0.07% 71
2023
Q3 		$461K Buy
6,170
+601
+11% +$48.9K 0.07% 69
2023
Q2 		$471K Sell
5,569
-167
-3% -$13.7K 0.07% 72
2023
Q1 		$451K Hold
5,736
– – 0.07% 70
2022
Q4 		$420K Sell
5,736
-47
-0.8% -$3.03K 0.07% 69
2022
Q3 		$334K Buy
5,783
+165
+3% +$10.3K 0.06% 69
2022
Q2 		$351K Sell
5,618
-351
-6% -$23.7K 0.06% 69
2022
Q1 		$447K Buy
5,969
+430
+8% +$32.9K 0.07% 70
2021
Q4 		$441K Buy
5,539
+406
+8% +$33.2K 0.06% 72
2021
Q3 		$427K Buy
5,133
+1,147
+29% +$98.3K 0.07% 70
2021
Q2 		$350K Buy
3,986
+1,332
+50% +$122K 0.05% 70
2021
Q1 		$236K Buy
+2,654
New +$217K 0.04% 71

Other funds holding MMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

JLB & Associates's MMS Position: Q2 2026 in Review

JLB & Associates sold out of Maximus (MMS) in Q2 2026, closing a stake of 7,210 shares — an estimated $462K sold.

JLB & Associates first reported a position in MMS in Q1 2021 and held it in 21 quarters. The position peaked at $742K in Q3 2024. 349 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • JLB & Associates reported no remaining Maximus position as of Q2 2026 after selling out during the quarter.
  • JLB & Associates sold 7,210 Maximus shares in Q2 2026, an estimated $462K.
  • JLB & Associates first reported a position in Maximus in Q1 2021 and held it in 21 quarters.
  • JLB & Associates's Maximus position peaked at $742K in Q3 2024.
  • 349 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on JLB & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.