LAM
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Lummis Asset Management’s Veralto VLTO Stock Holding History

Lummis Asset Management’s Portfolio VLTO Stock Details VLTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-19
Closed -$1.9K – 200
2025
Q4 		$1.9K Hold
19
– – ﹤0.01% 170
2025
Q3 		$2.03K Hold
19
– – ﹤0.01% 146
2025
Q2 		$1.92K Hold
19
– – ﹤0.01% 145
2025
Q1 		$1.85K Hold
19
– – ﹤0.01% 148
2024
Q4 		$1.94K Hold
19
– – ﹤0.01% 127
2024
Q3 		$2.13K Hold
19
– – ﹤0.01% 128
2024
Q2 		$1.81K Hold
19
– – ﹤0.01% 133
2024
Q1 		$1.69K Hold
19
– – ﹤0.01% 137
2023
Q4 		$1.56K Buy
+19
New +$1.42K ﹤0.01% 157

Other funds holding VLTO

BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Lummis Asset Management sold out of Veralto (VLTO) in Q1 2026, closing a stake of 19 shares — an estimated $1.9K sold.

Lummis Asset Management first reported a position in VLTO in Q4 2023 and held it in 9 quarters. The position peaked at $2.13K in Q3 2024. 1,026 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • Lummis Asset Management reported no remaining Veralto position as of Q1 2026 after selling out during the quarter.
  • Lummis Asset Management sold 19 Veralto shares in Q1 2026, an estimated $1.9K.
  • Lummis Asset Management first reported a position in Veralto in Q4 2023 and held it in 9 quarters.
  • Lummis Asset Management's Veralto position peaked at $2.13K in Q3 2024.
  • 1,026 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

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