Lummis Asset Management
CLX icon

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
Q3 		$174K Hold
1,974
– – 0.11% 62
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuance Investments
Nuance Investments Kansas City, Missouri $544M AUM 7.57% 1-Year Est. Return

Lummis Asset Management's CLX Position: Q3 2026 in Review

Lummis Asset Management held its Clorox (CLX) position steady in Q3 2026 at 1,974 shares worth $174K. The position accounts for 0.11% of the portfolio, ranked #62.

Lummis Asset Management first reported a position in CLX in Q4 2023 and has held it in 7 quarters since. The position peaked at $247K in Q4 2023. 634 funds tracked by Wall St. Rank hold CLX as of Q3 2026.

  • Lummis Asset Management held 1,974 shares of Clorox worth $174K as of Q3 2026.
  • Lummis Asset Management left its Clorox share count unchanged in Q3 2026.
  • Clorox made up 0.11% of Lummis Asset Management's portfolio in Q3 2026, its #62 holding.
  • Lummis Asset Management first reported a position in Clorox in Q4 2023 and has held it in 7 quarters since.
  • Lummis Asset Management's Clorox position peaked at $247K in Q4 2023.
  • 634 funds tracked by Wall St. Rank held Clorox as of Q3 2026.

Based on Lummis Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.