Lummis Asset Management’s MDU Resources MDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.18K	Hold	150	–	–	﹤0.01%	158
2026 Q1	$3.11K	Hold	150	–	–	﹤0.01%	164
2025 Q4	$2.93K	Buy	+150	New	+$2.95K	﹤0.01%	160

Other funds holding MDU

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Lummis Asset Management held its MDU Resources (MDU) position steady in Q2 2026 at 150 shares worth $3.18K. The position accounts for ﹤0.01% of the portfolio, ranked #158.

Lummis Asset Management first reported a position in MDU in Q4 2025 and has held it in 3 quarters since. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

Lummis Asset Management held 150 shares of MDU Resources worth $3.18K as of Q2 2026.
Lummis Asset Management left its MDU Resources share count unchanged in Q2 2026.
MDU Resources made up ﹤0.01% of Lummis Asset Management's portfolio in Q2 2026, its #158 holding.
Lummis Asset Management first reported a position in MDU Resources in Q4 2025 and has held it in 3 quarters since.
438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

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