Lummis Asset Management’s Ingersoll Rand IR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$164	Buy	+2	New	+$155	﹤0.01%	217
2026 Q1	–	Sell	-15	Closed	-$1.19K	–	197
2025 Q4	$1.19K	Hold	15	–	–	﹤0.01%	180
2025 Q3	$1.24K	Hold	15	–	–	﹤0.01%	151
2025 Q2	$1.25K	Hold	15	–	–	﹤0.01%	152
2025 Q1	$1.2K	Hold	15	–	–	﹤0.01%	154
2024 Q4	$1.36K	Hold	15	–	–	﹤0.01%	134
2024 Q3	$1.47K	Hold	15	–	–	﹤0.01%	134
2024 Q2	$1.36K	Hold	15	–	–	﹤0.01%	139
2024 Q1	$1.42K	Hold	15	–	–	﹤0.01%	141
2023 Q4	$1.16K	Buy	+15	New	+$1.03K	﹤0.01%	161

Other funds holding IR

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Lummis Asset Management opened a new position in Ingersoll Rand (IR) in Q2 2026: 2 shares worth $164. The stake represents ﹤0.01% of the portfolio and ranks #217 among its holdings. This is a return to the name: Lummis Asset Management previously reported a position in IR as recently as Q4 2025.

Lummis Asset Management first reported a position in IR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.47K in Q3 2024. 894 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Lummis Asset Management held 2 shares of Ingersoll Rand worth $164 as of Q2 2026.
Ingersoll Rand was a new Lummis Asset Management position in Q2 2026.
Ingersoll Rand made up ﹤0.01% of Lummis Asset Management's portfolio in Q2 2026, its #217 holding.
Lummis Asset Management first reported a position in Ingersoll Rand in Q4 2023 and has held it in 10 quarters since.
Lummis Asset Management's Ingersoll Rand position peaked at $1.47K in Q3 2024.
894 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

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