LAM
Lummis Asset Management’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.6K | Hold |
140
| – | – | 0.04% | 76 |
|
|
2025
Q1 | $63.7K | Hold |
140
| – | – | 0.04% | 77 |
|
|
2024
Q4 | $67.2K | Hold |
140
| – | – | 0.09% | 52 |
|
|
2024
Q3 | $64.4K | Hold |
140
| – | – | 0.08% | 55 |
|
|
2024
Q2 | $57.2K | Hold |
140
| – | – | 0.08% | 53 |
|
|
2024
Q1 | $63.6K | Hold |
140
| – | – | 0.09% | 52 |
|
|
2023
Q4 | $66.8K | Buy |
+140
| New | +$66.8K | 0.05% | 76 |
|