LI
MMS icon

LRI Investments’s Maximus MMS Stock Holding History

LRI Investments’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 		$22.1K Buy
412
+126
+44% +$7.85K ﹤0.01% 734
2026
Q1 		$18.3K Sell
286
-893
-76% -$72.5K ﹤0.01% 716
2025
Q4 		$102K Sell
1,179
-545
-32% -$46.6K 0.01% 413
2025
Q3 		$158K Buy
1,724
+475
+38% +$38.5K 0.01% 335
2025
Q2 		$87.7K Sell
1,249
-584
-32% -$41K 0.01% 452
2025
Q1 		$125K Buy
1,833
+195
+12% +$13.9K 0.01% 363
2024
Q4 		$122K Buy
1,638
+501
+44% +$40.9K 0.01% 384
2024
Q3 		$92.2K Buy
1,137
+40
+4% +$3.58K 0.01% 419
2024
Q2 		$94K Buy
+1,097
New +$92.2K 0.01% 392

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

LRI Investments's MMS Position: Q2 2026 in Review

LRI Investments increased its Maximus (MMS) stake by 44% in Q2 2026, buying an estimated $7.85K and bringing the position to 412 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

LRI Investments first reported a position in MMS in Q2 2024 and has held it in 9 quarters since. The position peaked at $158K in Q3 2025. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • LRI Investments held 412 shares of Maximus worth $22.1K as of Q2 2026.
  • LRI Investments bought 126 Maximus shares in Q2 2026, an estimated $7.85K.
  • Maximus made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #734 holding.
  • LRI Investments first reported a position in Maximus in Q2 2024 and has held it in 9 quarters since.
  • LRI Investments's Maximus position peaked at $158K in Q3 2025.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.