Luther King Capital Management (LKCM)
IEX icon

Luther King Capital Management (LKCM)’s IDEX IEX Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$61.1M Buy
269,150
+97,327
+57% +$20.6M 0.25% 80
2026
Q1 		$32.6M Sell
171,823
-13,169
-7% -$2.6M 0.14% 110
2025
Q4 		$32.9M Sell
184,992
-53,065
-22% -$9.07M 0.13% 109
2025
Q3 		$38.7M Sell
238,057
-368,940
-61% -$62.3M 0.16% 104
2025
Q2 		$107M Sell
606,997
-113,831
-16% -$20.2M 0.46% 57
2025
Q1 		$130M Sell
720,828
-22,940
-3% -$4.57M 0.6% 46
2024
Q4 		$156M Buy
743,768
+1,044
+0.1% +$228K 0.67% 44
2024
Q3 		$159M Buy
742,724
+103,432
+16% +$20.8M 0.68% 45
2024
Q2 		$129M Sell
639,292
-5,132
-0.8% -$1.12M 0.58% 48
2024
Q1 		$157M Buy
644,424
+10,016
+2% +$2.26M 0.71% 43
2023
Q4 		$138M Sell
634,408
-7,971
-1% -$1.61M 0.66% 45
2023
Q3 		$134M Buy
642,379
+1,053
+0.2% +$228K 0.69% 46
2023
Q2 		$138M Buy
641,326
+5,223
+0.8% +$1.1M 0.69% 43
2023
Q1 		$147M Sell
636,103
-4,040
-0.6% -$917K 0.78% 39
2022
Q4 		$146M Buy
640,143
+79,818
+14% +$17.8M 0.8% 41
2022
Q3 		$112M Buy
560,325
+3,791
+0.7% +$766K 0.67% 47
2022
Q2 		$101M Sell
556,534
-12,216
-2% -$2.3M 0.57% 56
2022
Q1 		$109M Buy
568,750
+7,361
+1% +$1.49M 0.53% 64
2021
Q4 		$133M Buy
561,389
+29,021
+5% +$6.59M 0.6% 52
2021
Q3 		$110M Buy
532,368
+7,743
+1% +$1.72M 0.54% 60
2021
Q2 		$115M Buy
524,625
+24,737
+5% +$5.47M 0.56% 57
2021
Q1 		$105M Buy
499,888
+26,368
+6% +$5.23M 0.56% 57
2020
Q4 		$94.3M Buy
473,520
+100,466
+27% +$19.1M 0.53% 56
2020
Q3 		$68M Buy
373,054
+68,921
+23% +$11.9M 0.43% 65
2020
Q2 		$48.1M Buy
304,133
+267,313
+726% +$40.9M 0.33% 73
2020
Q1 		$5.08M Buy
+36,820
New +$5.78M 0.04% 151
2013
Q4 		– Sell
-16,500
Closed -$1.08M – 571
2013
Q3 		$1.08M Buy
+16,500
New +$997K 0.01% 410

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Luther King Capital Management (LKCM)'s IEX Position: Q2 2026 in Review

Luther King Capital Management (LKCM) increased its IDEX (IEX) stake by 57% in Q2 2026, buying an estimated $20.6M and bringing the position to 269,150 shares worth $61.1M. The position accounts for 0.25% of the portfolio, ranked #80.

Luther King Capital Management (LKCM) first reported a position in IEX in Q3 2013 and has held it in 27 quarters since. The position peaked at $159M in Q3 2024. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Luther King Capital Management (LKCM) held 269,150 shares of IDEX worth $61.1M as of Q2 2026.
  • Luther King Capital Management (LKCM) bought 97,327 IDEX shares in Q2 2026, an estimated $20.6M.
  • IDEX made up 0.25% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #80 holding.
  • Luther King Capital Management (LKCM) first reported a position in IDEX in Q3 2013 and has held it in 27 quarters since.
  • Luther King Capital Management (LKCM)'s IDEX position peaked at $159M in Q3 2024.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.