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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Lummis Asset Management's ADSK Position: Q1 2026 in Review

Lummis Asset Management reduced its Autodesk (ADSK) stake by 25% in Q1 2026, selling an estimated $7.04K and leaving 83 shares worth $19.9K. The position accounts for 0.01% of the portfolio, ranked #108.

Lummis Asset Management first reported a position in ADSK in Q4 2023 and has held it in 10 quarters since. The position peaked at $35.3K in Q3 2025. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

Lummis Asset Management held 83 shares of Autodesk worth $19.9K as of Q1 2026.
Lummis Asset Management sold 28 Autodesk shares in Q1 2026, an estimated $7.04K.
Autodesk made up 0.01% of Lummis Asset Management's portfolio in Q1 2026, its #108 holding.
Lummis Asset Management first reported a position in Autodesk in Q4 2023 and has held it in 10 quarters since.
Lummis Asset Management's Autodesk position peaked at $35.3K in Q3 2025.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Lummis Asset Management's 13F filing for Q1 2026, filed 11 May 2026.