Luther King Capital Management (LKCM)’s Transmedics TMDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.33M	Sell	20,000 -27,084	-58%	-$2.29M	0.01%	388
2026 Q1	$4.68M	Buy	47,084 +27,084	+135%	+$3.53M	0.02%	258
2025 Q4	$2.43M	Hold	20,000	–	–	0.01%	329
2025 Q3	$2.24M	Buy	+20,000	New	+$2.34M	0.01%	333
2022 Q1	–	Sell	-71,575	Closed	-$1.37M	–	636
2021 Q4	$1.37M	Hold	71,575	–	–	0.01%	366
2021 Q3	$2.37M	Hold	71,575	–	–	0.01%	285
2021 Q2	$2.38M	Buy	71,575 +21,970	+44%	+$609K	0.01%	303
2021 Q1	$2.06M	Buy	+49,605	New	+$1.53M	0.01%	297

Other funds holding TMDX

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

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

Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

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

Luther King Capital Management (LKCM) reduced its Transmedics (TMDX) stake by 58% in Q2 2026, selling an estimated $2.29M and leaving 20,000 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #388.

Luther King Capital Management (LKCM) first reported a position in TMDX in Q1 2021 and has held it in 8 quarters since. The position peaked at $4.68M in Q1 2026. 375 funds tracked by Wall St. Rank hold TMDX as of Q2 2026.

Luther King Capital Management (LKCM) held 20,000 shares of Transmedics worth $1.33M as of Q2 2026.
Luther King Capital Management (LKCM) sold 27,084 Transmedics shares in Q2 2026, an estimated $2.29M.
Transmedics made up 0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #388 holding.
Luther King Capital Management (LKCM) first reported a position in Transmedics in Q1 2021 and has held it in 8 quarters since.
Luther King Capital Management (LKCM)'s Transmedics position peaked at $4.68M in Q1 2026.
375 funds tracked by Wall St. Rank held Transmedics as of Q2 2026.

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