Lummis Asset Management’s Triple Flag Precious Metals TFPM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.23M	Sell	124,666 -6,755	-5%	-$245K	2.53%	11
2025 Q4	$4.37M	Buy	131,421 +33,115	+34%	+$1.04M	2.68%	10
2025 Q3	$3.96M	Sell	98,306 -66,910	-40%	-$1.73M	2.6%	11
2025 Q2	$4.1M	Buy	165,216 +33,100	+25%	+$725K	2.68%	10
2025 Q1	$2.59M	Buy	132,116 +41,345	+46%	+$706K	1.8%	18
2024 Q4	$1.37M	Sell	90,771 -7,358	-7%	-$122K	1.73%	19
2024 Q3	$1.59M	Buy	98,129 +50,242	+105%	+$803K	1.85%	18
2024 Q2	$742K	Buy	47,887 +45,308	+1,757%	+$724K	0.98%	31
2024 Q1	$37.3K	Hold	2,579	–	–	0.05%	63
2023 Q4	$34.3K	Buy	+2,579	New	+$33.8K	0.03%	90

Other funds holding TFPM

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

DMIC

Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada $2.88B AUM 18.53% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

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

Lummis Asset Management reduced its Triple Flag Precious Metals (TFPM) stake by 5.1% in Q1 2026, selling an estimated $245K and leaving 124,666 shares worth $4.23M. The position accounts for 2.53% of the portfolio, ranked #11.

Lummis Asset Management first reported a position in TFPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.37M in Q4 2025. 230 funds tracked by Wall St. Rank hold TFPM as of Q1 2026.

Lummis Asset Management held 124,666 shares of Triple Flag Precious Metals worth $4.23M as of Q1 2026.
Lummis Asset Management sold 6,755 Triple Flag Precious Metals shares in Q1 2026, an estimated $245K.
Triple Flag Precious Metals made up 2.53% of Lummis Asset Management's portfolio in Q1 2026, its #11 holding.
Lummis Asset Management first reported a position in Triple Flag Precious Metals in Q4 2023 and has held it in 10 quarters since.
Lummis Asset Management's Triple Flag Precious Metals position peaked at $4.37M in Q4 2025.
230 funds tracked by Wall St. Rank held Triple Flag Precious Metals as of Q1 2026.

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