LAM
MOS icon

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
Q2 		$1.17K Hold
55
– – ﹤0.01% 198
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

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

Lummis Asset Management held its The Mosaic Company (MOS) position steady in Q2 2026 at 55 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

Lummis Asset Management first reported a position in MOS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.4K in Q1 2026. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Lummis Asset Management held 55 shares of The Mosaic Company worth $1.17K as of Q2 2026.
  • Lummis Asset Management left its The Mosaic Company share count unchanged in Q2 2026.
  • The Mosaic Company made up ﹤0.01% of Lummis Asset Management's portfolio in Q2 2026, its #198 holding.
  • Lummis Asset Management first reported a position in The Mosaic Company in Q4 2025 and has held it in 3 quarters since.
  • Lummis Asset Management's The Mosaic Company position peaked at $1.4K in Q1 2026.
  • 665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

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