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Johnson Investment Counsel’s Maximus MMS Stock Holding History

Johnson Investment Counsel’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 		$1.18M Sell
21,915
-140
-0.6% -$8.73K 0.01% 437
2026
Q1 		$1.41M Sell
22,055
-9,230
-30% -$749K 0.01% 372
2025
Q4 		$2.7M Hold
31,285
– – 0.02% 256
2025
Q3 		$2.86M Buy
31,285
+397
+1% +$32.2K 0.02% 244
2025
Q2 		$2.17M Buy
30,888
+18
+0.1% +$1.26K 0.02% 289
2025
Q1 		$2.11M Buy
30,870
+1,700
+6% +$121K 0.02% 285
2024
Q4 		$2.18M Sell
29,170
-1,660
-5% -$135K 0.02% 274
2024
Q3 		$2.87M Buy
30,830
+60
+0.2% +$5.36K 0.03% 228
2024
Q2 		$2.64M Sell
30,770
-690
-2% -$58K 0.03% 225
2024
Q1 		$2.64M Buy
31,460
+4,635
+17% +$381K 0.03% 225
2023
Q4 		$2.25M Hold
26,825
– – 0.03% 237
2023
Q3 		$2M Hold
26,825
– – 0.03% 243
2023
Q2 		$2.27M Hold
26,825
– – 0.03% 221
2023
Q1 		$2.11M Hold
26,825
– – 0.03% 232
2022
Q4 		$1.97M Sell
26,825
-290
-1% -$18.7K 0.03% 247
2022
Q3 		$1.57M Sell
27,115
-300
-1% -$18.7K 0.02% 256
2022
Q2 		$1.71M Hold
27,415
– – 0.02% 247
2022
Q1 		$2.06M Sell
27,415
-110
-0.4% -$8.42K 0.03% 236
2021
Q4 		$2.19M Buy
27,525
+140
+0.5% +$11.4K 0.03% 225
2021
Q3 		$2.28M Buy
27,385
+6,585
+32% +$564K 0.03% 210
2021
Q2 		$1.83M Hold
20,800
– – 0.03% 233
2021
Q1 		$1.85M Buy
+20,800
New +$1.7M 0.03% 226

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

Johnson Investment Counsel's MMS Position: Q2 2026 in Review

Johnson Investment Counsel reduced its Maximus (MMS) stake by 0.63% in Q2 2026, selling an estimated $8.73K and leaving 21,915 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #437.

Johnson Investment Counsel first reported a position in MMS in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.87M in Q3 2024. 349 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Johnson Investment Counsel held 21,915 shares of Maximus worth $1.18M as of Q2 2026.
  • Johnson Investment Counsel sold 140 Maximus shares in Q2 2026, an estimated $8.73K.
  • Maximus made up 0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #437 holding.
  • Johnson Investment Counsel first reported a position in Maximus in Q1 2021 and has held it in 22 quarters since.
  • Johnson Investment Counsel's Maximus position peaked at $2.87M in Q3 2024.
  • 349 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.