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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Lummis Asset Management opened a new position in Clorox (CLX) in Q1 2026: 1,974 shares worth $190K. The stake represents 0.11% of the portfolio and ranks #63 among its holdings. This is a return to the name: Lummis Asset Management previously reported a position in CLX as recently as Q3 2025.

Lummis Asset Management first reported a position in CLX in Q4 2023 and has held it in 5 quarters since. The position peaked at $247K in Q4 2023. 1,080 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

  • Lummis Asset Management held 1,974 shares of Clorox worth $190K as of Q1 2026.
  • Clorox was a new Lummis Asset Management position in Q1 2026.
  • Clorox made up 0.11% of Lummis Asset Management's portfolio in Q1 2026, its #63 holding.
  • Lummis Asset Management first reported a position in Clorox in Q4 2023 and has held it in 5 quarters since.
  • Lummis Asset Management's Clorox position peaked at $247K in Q4 2023.
  • 1,080 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

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