LAM
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Lummis Asset Management’s Autodesk ADSK Stock Holding History

Lummis Asset Management’s Portfolio ADSK Stock Details ADSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.1K Hold
83
– – 0.01% 115
2026
Q1 		$19.9K Sell
83
-28
-25% -$7.04K 0.01% 108
2025
Q4 		$32.9K Hold
111
– – 0.02% 93
2025
Q3 		$35.3K Hold
111
– – 0.02% 94
2025
Q2 		$34.4K Hold
111
– – 0.02% 89
2025
Q1 		$29.1K Hold
111
– – 0.02% 92
2024
Q4 		$32.8K Hold
111
– – 0.04% 65
2024
Q3 		$30.6K Hold
111
– – 0.04% 72
2024
Q2 		$27.5K Hold
111
– – 0.04% 67
2024
Q1 		$28.9K Hold
111
– – 0.04% 68
2023
Q4 		$27K Buy
+111
New +$24K 0.02% 97

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Lummis Asset Management's ADSK Position: Q2 2026 in Review

Lummis Asset Management held its Autodesk (ADSK) position steady in Q2 2026 at 83 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #115.

Lummis Asset Management first reported a position in ADSK in Q4 2023 and has held it in 11 quarters since. The position peaked at $35.3K in Q3 2025. 1,199 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • Lummis Asset Management held 83 shares of Autodesk worth $16.1K as of Q2 2026.
  • Lummis Asset Management left its Autodesk share count unchanged in Q2 2026.
  • Autodesk made up 0.01% of Lummis Asset Management's portfolio in Q2 2026, its #115 holding.
  • Lummis Asset Management first reported a position in Autodesk in Q4 2023 and has held it in 11 quarters since.
  • Lummis Asset Management's Autodesk position peaked at $35.3K in Q3 2025.
  • 1,199 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.