Lummis Asset Management’s The Mosaic Company MOS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.4K	Hold	55	–	–	﹤0.01%	183
2025 Q4	$1.32K	Buy	+55	New	+$1.48K	﹤0.01%	179

Other funds holding MOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Lummis Asset Management held its The Mosaic Company (MOS) position steady in Q1 2026 at 55 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #183.

Lummis Asset Management first reported a position in MOS in Q4 2025 and has held it in 2 quarters since. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

Lummis Asset Management held 55 shares of The Mosaic Company worth $1.4K as of Q1 2026.
Lummis Asset Management left its The Mosaic Company share count unchanged in Q1 2026.
The Mosaic Company made up ﹤0.01% of Lummis Asset Management's portfolio in Q1 2026, its #183 holding.
Lummis Asset Management first reported a position in The Mosaic Company in Q4 2025 and has held it in 2 quarters since.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

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