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Luminus Management’s H.B. Fuller FUL Stock Holding History

Luminus Management’s Portfolio FUL Stock Details FUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18M Buy
+292,494
New +$17.9M 10.9% 3
2025
Q4 		– Sell
-36,632
Closed -$2.17M – 24
2025
Q3 		$2.17M Buy
+36,632
New +$2.2M 1.95% 8
2024
Q1 		– Sell
-26,929
Closed -$2.19M – 26
2023
Q4 		$2.19M Sell
26,929
-383,422
-93% -$28.3M 0.61% 16
2023
Q3 		$28.2M Buy
410,351
+227,055
+124% +$16M 8.68% 4
2023
Q2 		$13.1M Buy
183,296
+104,755
+133% +$6.88M 3.94% 10
2023
Q1 		$5.38M Buy
78,541
+70,059
+826% +$4.89M 1.32% 15
2022
Q4 		$607K Sell
8,482
-72,418
-90% -$5.23M 0.15% 19
2022
Q3 		$4.86M Sell
80,900
-26,927
-25% -$1.71M 1.7% 11
2022
Q2 		$6.49M Buy
107,827
+56,427
+110% +$3.78M 2% 9
2022
Q1 		$3.4M Buy
+51,400
New +$3.62M 0.76% 9
2021
Q3 		– Sell
-78,468
Closed -$4.99M – 69
2021
Q2 		$4.99M Buy
78,468
+27,980
+55% +$1.87M 0.73% 35
2021
Q1 		$3.18M Buy
+50,488
New +$2.87M 0.61% 34
2020
Q4 		– Sell
-106,975
Closed -$4.9M – 47
2020
Q3 		$4.9M Buy
+106,975
New +$5.05M 1.13% 28
2020
Q2 		– Sell
-463,209
Closed -$12.9M – 69
2020
Q1 		$12.9M Sell
463,209
-625,705
-57% -$26.3M 1.34% 31
2019
Q4 		$56.2M Buy
1,088,914
+874,814
+409% +$43.3M 2.34% 11
2019
Q3 		$9.97M Buy
+214,100
New +$9.78M 0.29% 66
2019
Q2 		– Sell
-116,797
Closed -$5.68M – 127
2019
Q1 		$5.68M Sell
116,797
-6,053
-5% -$290K 0.12% 94
2018
Q4 		$5.24M Buy
+122,850
New +$5.56M 0.11% 104

Other funds holding FUL

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Luminus Management's FUL Position: Q1 2026 in Review

Luminus Management opened a new position in H.B. Fuller (FUL) in Q1 2026: 292,494 shares worth $18M. The stake represents 10.9% of the portfolio and ranks #3 among its holdings. This is a return to the name: Luminus Management previously reported a position in FUL as recently as Q3 2025.

Luminus Management first reported a position in FUL in Q4 2018 and has held it in 18 quarters since. The position peaked at $56.2M in Q4 2019. 338 funds tracked by Wall St. Rank hold FUL as of Q1 2026.

  • Luminus Management held 292,494 shares of H.B. Fuller worth $18M as of Q1 2026.
  • H.B. Fuller was a new Luminus Management position in Q1 2026.
  • H.B. Fuller made up 10.9% of Luminus Management's portfolio in Q1 2026, its #3 holding.
  • Luminus Management first reported a position in H.B. Fuller in Q4 2018 and has held it in 18 quarters since.
  • Luminus Management's H.B. Fuller position peaked at $56.2M in Q4 2019.
  • 338 funds tracked by Wall St. Rank held H.B. Fuller as of Q1 2026.

Based on Luminus Management's 13F filing for Q1 2026, filed 15 May 2026.