MIM
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Marshall Investment Management’s Maximus MMS Stock Holding History

Marshall Investment Management’s Portfolio MMS Stock Details MMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$860 Hold
16
– – ﹤0.01% 434
2026
Q1 		$1.03K Buy
+16
New +$1.3K ﹤0.01% 256
2025
Q2 		– Sell
-16
Closed -$1.09K – 142
2025
Q1 		$1.09K Buy
+16
New +$1.14K ﹤0.01% 226

Other funds holding MMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Marshall Investment Management's MMS Position: Q2 2026 in Review

Marshall Investment Management held its Maximus (MMS) position steady in Q2 2026 at 16 shares worth $860. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Marshall Investment Management first reported a position in MMS in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.09K in Q1 2025. 349 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Marshall Investment Management held 16 shares of Maximus worth $860 as of Q2 2026.
  • Marshall Investment Management left its Maximus share count unchanged in Q2 2026.
  • Maximus made up ﹤0.01% of Marshall Investment Management's portfolio in Q2 2026, its #434 holding.
  • Marshall Investment Management first reported a position in Maximus in Q1 2025 and has held it in 3 quarters since.
  • Marshall Investment Management's Maximus position peaked at $1.09K in Q1 2025.
  • 349 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.