LFG
MMS icon

Larson Financial Group’s Maximus MMS Stock Holding History

Larson Financial Group’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
Q1 		$116K Sell
1,817
-78
-4% -$6.33K ﹤0.01% 929
2025
Q4 		$164K Buy
1,895
+26
+1% +$2.22K 0.01% 756
2025
Q3 		$171K Buy
1,869
+227
+14% +$18.4K 0.01% 738
2025
Q2 		$115K Buy
1,642
+109
+7% +$7.66K ﹤0.01% 805
2025
Q1 		$105K Sell
1,533
-611
-28% -$43.5K 0.01% 784
2024
Q4 		$160K Buy
2,144
+569
+36% +$46.4K 0.01% 625
2024
Q3 		$147K Hold
1,575
– – 0.01% 643
2024
Q2 		$135K Hold
1,575
– – 0.01% 573
2024
Q1 		$132K Sell
1,575
-214
-12% -$17.6K 0.01% 492
2023
Q4 		$150K Hold
1,789
– – 0.01% 412
2023
Q3 		$134K Hold
1,789
– – 0.01% 400
2023
Q2 		$151K Hold
1,789
– – 0.02% 362
2023
Q1 		$141K Hold
1,789
– – 0.02% 370
2022
Q4 		$131K Hold
1,789
– – 0.02% 364
2022
Q3 		$104K Buy
1,789
+153
+9% +$9.54K 0.01% 356
2022
Q2 		$102K Buy
1,636
+168
+11% +$11.4K 0.02% 256
2022
Q1 		$110K Hold
1,468
– – 0.02% 264
2021
Q4 		$117K Hold
1,468
– – 0.02% 252
2021
Q3 		$122K Hold
1,468
– – 0.02% 191
2021
Q2 		$129K Hold
1,468
– – 0.03% 163
2021
Q1 		$131K Hold
1,468
– – 0.04% 141
2020
Q4 		$107K Hold
1,468
– – 0.04% 134
2020
Q3 		$100K Hold
1,468
– – 0.04% 129
2020
Q2 		$103K Hold
1,468
– – 0.05% 131
2020
Q1 		$85K Hold
1,468
– – 0.05% 118
2019
Q4 		$109K Buy
+1,468
New +$110K 0.06% 101

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

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

Larson Financial Group reduced its Maximus (MMS) stake by 4.1% in Q1 2026, selling an estimated $6.33K and leaving 1,817 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Larson Financial Group first reported a position in MMS in Q4 2019 and has held it in 26 quarters since. The position peaked at $171K in Q3 2025. 371 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • Larson Financial Group held 1,817 shares of Maximus worth $116K as of Q1 2026.
  • Larson Financial Group sold 78 Maximus shares in Q1 2026, an estimated $6.33K.
  • Maximus made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #929 holding.
  • Larson Financial Group first reported a position in Maximus in Q4 2019 and has held it in 26 quarters since.
  • Larson Financial Group's Maximus position peaked at $171K in Q3 2025.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

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