Luther King Capital Management (LKCM)’s Merit Medical Systems MMSI Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio MMSI Stock Details MMSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.77M	Buy	83,198 +15,835	+24%	+$1.04M	0.02%	250
2026 Q1	$4.64M	Sell	67,363 -682	-1%	-$53.3K	0.02%	260
2025 Q4	$6M	Buy	68,045 +2,516	+4%	+$214K	0.02%	234
2025 Q3	$5.45M	Hold	65,529	–	–	0.02%	239
2025 Q2	$6.13M	Sell	65,529 -1,153	-2%	-$109K	0.03%	214
2025 Q1	$7.05M	Buy	66,682 +5,668	+9%	+$585K	0.03%	191
2024 Q4	$5.9M	Buy	61,014 +5,751	+10%	+$573K	0.03%	217
2024 Q3	$5.46M	Buy	+55,263	New	+$5.06M	0.02%	215

Other funds holding MMSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

Luther King Capital Management (LKCM) increased its Merit Medical Systems (MMSI) stake by 24% in Q2 2026, buying an estimated $1.04M and bringing the position to 83,198 shares worth $5.77M. The position accounts for 0.02% of the portfolio, ranked #250.

Luther King Capital Management (LKCM) first reported a position in MMSI in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.05M in Q1 2025. 404 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

Luther King Capital Management (LKCM) held 83,198 shares of Merit Medical Systems worth $5.77M as of Q2 2026.
Luther King Capital Management (LKCM) bought 15,835 Merit Medical Systems shares in Q2 2026, an estimated $1.04M.
Merit Medical Systems made up 0.02% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #250 holding.
Luther King Capital Management (LKCM) first reported a position in Merit Medical Systems in Q3 2024 and has held it in 8 quarters since.
Luther King Capital Management (LKCM)'s Merit Medical Systems position peaked at $7.05M in Q1 2025.
404 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

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