LAM
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Lifestyle Asset Management’s Comfort Systems FIX Stock Holding History

Lifestyle Asset Management’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
Q1 		$3.83M Sell
2,775
-271
-9% -$344K 1.25% 16
2025
Q4 		$2.84M Sell
3,046
-325
-10% -$300K 0.92% 29
2025
Q3 		$2.78M Sell
3,371
-505
-13% -$342K 0.95% 20
2025
Q2 		$2.08M Buy
3,876
+2,940
+314% +$1.28M 0.97% 20
2025
Q1 		$302K Buy
936
+18
+2% +$7.26K 0.17% 78
2024
Q4 		$389K Sell
918
-94
-9% -$41.3K 0.21% 64
2024
Q3 		$395K Sell
1,012
-95
-9% -$31.3K 0.22% 60
2024
Q2 		$337K Buy
1,107
+97
+10% +$30.8K 0.19% 64
2024
Q1 		$321K Sell
1,010
-67
-6% -$17.1K 0.19% 58
2023
Q4 		$222K Buy
+1,077
New +$199K 0.12% 80

Other funds holding FIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Lifestyle Asset Management's FIX Position: Q1 2026 in Review

Lifestyle Asset Management reduced its Comfort Systems (FIX) stake by 8.9% in Q1 2026, selling an estimated $344K and leaving 2,775 shares worth $3.83M. The position accounts for 1.25% of the portfolio, ranked #16.

Lifestyle Asset Management first reported a position in FIX in Q4 2023 and has held it in 10 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Lifestyle Asset Management held 2,775 shares of Comfort Systems worth $3.83M as of Q1 2026.
  • Lifestyle Asset Management sold 271 Comfort Systems shares in Q1 2026, an estimated $344K.
  • Comfort Systems made up 1.25% of Lifestyle Asset Management's portfolio in Q1 2026, its #16 holding.
  • Lifestyle Asset Management first reported a position in Comfort Systems in Q4 2023 and has held it in 10 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Lifestyle Asset Management's 13F filing for Q1 2026, filed 10 Apr 2026.