Luther King Capital Management (LKCM)
CBZ icon

Luther King Capital Management (LKCM)’s CBIZ CBZ Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio CBZ Stock Details CBZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-52,947
Closed -$2.67M – 606
2025
Q4 		$2.67M Sell
52,947
-15,474
-23% -$814K 0.01% 317
2025
Q3 		$3.62M Sell
68,421
-11,780
-15% -$760K 0.01% 289
2025
Q2 		$5.75M Sell
80,201
-2,024
-2% -$146K 0.03% 221
2025
Q1 		$6.24M Buy
82,225
+90
+0.1% +$7.24K 0.03% 203
2024
Q4 		$6.72M Buy
82,135
+8,365
+11% +$625K 0.03% 201
2024
Q3 		$4.96M Buy
73,770
+360
+0.5% +$26.2K 0.02% 228
2024
Q2 		$5.44M Buy
73,410
+3,183
+5% +$241K 0.02% 212
2024
Q1 		$5.51M Buy
70,227
+178
+0.3% +$12.4K 0.02% 214
2023
Q4 		$4.38M Buy
70,049
+8,719
+14% +$492K 0.02% 225
2023
Q3 		$3.18M Buy
+61,330
New +$3.31M 0.02% 258
2020
Q1 		– Sell
-7,850
Closed -$212K – 504
2019
Q4 		$212K Buy
+7,850
New +$204K ﹤0.01% 532

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $103M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Luther King Capital Management (LKCM)'s CBZ Position: Q1 2026 in Review

Luther King Capital Management (LKCM) sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 52,947 shares — an estimated $2.67M sold.

Luther King Capital Management (LKCM) first reported a position in CBZ in Q4 2019 and held it in 11 quarters. The position peaked at $6.72M in Q4 2024. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Luther King Capital Management (LKCM) reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 52,947 CBIZ shares in Q1 2026, an estimated $2.67M.
  • Luther King Capital Management (LKCM) first reported a position in CBIZ in Q4 2019 and held it in 11 quarters.
  • Luther King Capital Management (LKCM)'s CBIZ position peaked at $6.72M in Q4 2024.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2026, filed 11 May 2026.