Lummis Asset Management’s Expand Energy Corp EXE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.92K	Hold	43	–	–	﹤0.01%	153
2026 Q1	$4.72K	Hold	43	–	–	﹤0.01%	144
2025 Q4	$4.75K	Hold	43	–	–	﹤0.01%	141
2025 Q3	$4.57K	Hold	43	–	–	﹤0.01%	133
2025 Q2	$5.03K	Hold	43	–	–	﹤0.01%	129
2025 Q1	$4.79K	Buy	+43	New	+$4.47K	﹤0.01%	132

Other funds holding EXE

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

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

Lummis Asset Management held its Expand Energy Corp (EXE) position steady in Q2 2026 at 43 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #153.

Lummis Asset Management first reported a position in EXE in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.03K in Q2 2025. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Lummis Asset Management held 43 shares of Expand Energy Corp worth $3.92K as of Q2 2026.
Lummis Asset Management left its Expand Energy Corp share count unchanged in Q2 2026.
Expand Energy Corp made up ﹤0.01% of Lummis Asset Management's portfolio in Q2 2026, its #153 holding.
Lummis Asset Management first reported a position in Expand Energy Corp in Q1 2025 and has held it in 6 quarters since.
Lummis Asset Management's Expand Energy Corp position peaked at $5.03K in Q2 2025.
851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

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