Lummis Asset Management’s Enterprise Products Partners EPD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,932	Closed	-$61.9K	–	194
2025 Q4	$61.9K	Hold	1,932	–	–	0.04%	82
2025 Q3	$60.4K	Hold	1,932	–	–	0.04%	81
2025 Q2	$59.9K	Hold	1,932	–	–	0.04%	77
2025 Q1	$66K	Sell	1,932 -219	-10%	-$7.29K	0.05%	76
2024 Q4	$67.5K	Buy	2,151 +219	+11%	+$6.73K	0.09%	51
2024 Q3	$56.2K	Sell	1,932 -219	-10%	-$6.4K	0.07%	60
2024 Q2	$62.3K	Hold	2,151	–	–	0.08%	51
2024 Q1	$62.8K	Hold	2,151	–	–	0.08%	54
2023 Q4	$56.7K	Buy	+2,151	New	+$57.3K	0.04%	82

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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

Lummis Asset Management sold out of Enterprise Products Partners (EPD) in Q1 2026, closing a stake of 1,932 shares — an estimated $61.9K sold.

Lummis Asset Management first reported a position in EPD in Q4 2023 and held it in 9 quarters. The position peaked at $67.5K in Q4 2024. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Lummis Asset Management reported no remaining Enterprise Products Partners position as of Q1 2026 after selling out during the quarter.
Lummis Asset Management sold 1,932 Enterprise Products Partners shares in Q1 2026, an estimated $61.9K.
Lummis Asset Management first reported a position in Enterprise Products Partners in Q4 2023 and held it in 9 quarters.
Lummis Asset Management's Enterprise Products Partners position peaked at $67.5K in Q4 2024.
1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

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