Luther King Capital Management (LKCM)
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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
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

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State Street
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Morgan Stanley
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Luther King Capital Management (LKCM) reduced its IDEX (IEX) stake by 7.1% in Q1 2026, selling an estimated $2.6M and leaving 171,823 shares worth $32.6M. The position accounts for 0.14% of the portfolio, ranked #110.

Luther King Capital Management (LKCM) first reported a position in IEX in Q3 2013 and has held it in 26 quarters since. The position peaked at $159M in Q3 2024. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Luther King Capital Management (LKCM) held 171,823 shares of IDEX worth $32.6M as of Q1 2026.
  • Luther King Capital Management (LKCM) sold 13,169 IDEX shares in Q1 2026, an estimated $2.6M.
  • IDEX made up 0.14% of Luther King Capital Management (LKCM)'s portfolio in Q1 2026, its #110 holding.
  • Luther King Capital Management (LKCM) first reported a position in IDEX in Q3 2013 and has held it in 26 quarters since.
  • Luther King Capital Management (LKCM)'s IDEX position peaked at $159M in Q3 2024.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

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