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Kelman-Lazarov Inc’s Comfort Systems FIX Stock Holding History

Kelman-Lazarov Inc’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 		$279K Buy
+141
New +$256K 0.04% 129

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kelman-Lazarov Inc's FIX Position: Q2 2026 in Review

Kelman-Lazarov Inc opened a new position in Comfort Systems (FIX) in Q2 2026: 141 shares worth $279K. The stake represents 0.04% of the portfolio and ranks #129 among its holdings.

1,344 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Kelman-Lazarov Inc held 141 shares of Comfort Systems worth $279K as of Q2 2026.
  • Comfort Systems was a new Kelman-Lazarov Inc position in Q2 2026.
  • Comfort Systems made up 0.04% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #129 holding.
  • 1,344 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.