Lummis Asset Management’s Clorox CLX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$191K	Hold	1,974	–	–	0.11%	60
2026 Q1	$190K	Buy	+1,974	New	+$224K	0.11%	63
2025 Q4	–	Sell	-1,734	Closed	-$214K	–	189
2025 Q3	$214K	Hold	1,734	–	–	0.14%	57
2025 Q2	$217K	Hold	1,734	–	–	0.14%	58
2025 Q1	$247K	Buy	+1,734	New	+$265K	0.17%	53
2024 Q1	–	Sell	-1,734	Closed	-$247K	–	162
2023 Q4	$247K	Buy	+1,734	New	+$231K	0.19%	52

Other funds holding CLX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Lummis Asset Management held its Clorox (CLX) position steady in Q2 2026 at 1,974 shares worth $191K. The position accounts for 0.11% of the portfolio, ranked #60.

Lummis Asset Management first reported a position in CLX in Q4 2023 and has held it in 6 quarters since. The position peaked at $247K in Q4 2023. 1,046 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

Lummis Asset Management held 1,974 shares of Clorox worth $191K as of Q2 2026.
Lummis Asset Management left its Clorox share count unchanged in Q2 2026.
Clorox made up 0.11% of Lummis Asset Management's portfolio in Q2 2026, its #60 holding.
Lummis Asset Management first reported a position in Clorox in Q4 2023 and has held it in 6 quarters since.
Lummis Asset Management's Clorox position peaked at $247K in Q4 2023.
1,046 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

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