Lummis Asset Management’s Atmos Energy ATO Stock Holding History

Lummis Asset Management’s Portfolio ATO Stock Details ATO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$208K	Hold	1,128	–	–	0.12%	59
2025 Q4	$189K	Hold	1,128	–	–	0.12%	59
2025 Q3	$193K	Hold	1,128	–	–	0.13%	61
2025 Q2	$174K	Hold	1,128	–	–	0.11%	61
2025 Q1	$174K	Hold	1,128	–	–	0.12%	60
2024 Q4	$157K	Hold	1,128	–	–	0.2%	43
2024 Q3	$156K	Hold	1,128	–	–	0.18%	45
2024 Q2	$132K	Buy	1,128 +376	+50%	+$43.8K	0.17%	45
2024 Q1	$89.4K	Hold	752	–	–	0.12%	47
2023 Q4	$87.2K	Buy	+752	New	+$84K	0.07%	71

Other funds holding ATO

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Lummis Asset Management held its Atmos Energy (ATO) position steady in Q1 2026 at 1,128 shares worth $208K. The position accounts for 0.12% of the portfolio, ranked #59.

Lummis Asset Management first reported a position in ATO in Q4 2023 and has held it in 10 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Lummis Asset Management held 1,128 shares of Atmos Energy worth $208K as of Q1 2026.
Lummis Asset Management left its Atmos Energy share count unchanged in Q1 2026.
Atmos Energy made up 0.12% of Lummis Asset Management's portfolio in Q1 2026, its #59 holding.
Lummis Asset Management first reported a position in Atmos Energy in Q4 2023 and has held it in 10 quarters since.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

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