LFG
CLMT icon

Larson Financial Group’s Calumet Specialty Products CLMT Stock Holding History

Larson Financial Group’s Portfolio CLMT Stock Details CLMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.92K Buy
137
+95
+226% +$2.46K ﹤0.01% 2622
2025
Q4 		$835 Sell
42
-58
-58% -$1.12K ﹤0.01% 3002
2025
Q3 		$1.82K Buy
+100
New +$1.65K ﹤0.01% 2747

Other funds holding CLMT

TSC
Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WDOM
Wasserstein Debt Opportunities Management New York $189M AUM 169.75% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Larson Financial Group's CLMT Position: Q1 2026 in Review

Larson Financial Group increased its Calumet Specialty Products (CLMT) stake by 226% in Q1 2026, buying an estimated $2.46K and bringing the position to 137 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #2622.

Larson Financial Group first reported a position in CLMT in Q3 2025 and has held it in 3 quarters since. 180 funds tracked by Wall St. Rank hold CLMT as of Q1 2026.

  • Larson Financial Group held 137 shares of Calumet Specialty Products worth $4.92K as of Q1 2026.
  • Larson Financial Group bought 95 Calumet Specialty Products shares in Q1 2026, an estimated $2.46K.
  • Calumet Specialty Products made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2622 holding.
  • Larson Financial Group first reported a position in Calumet Specialty Products in Q3 2025 and has held it in 3 quarters since.
  • 180 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.