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Mount Lucas Management’s Comfort Systems FIX Stock Holding History

Mount Lucas Management’s Portfolio FIX Stock Details FIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-964
Closed -$900K – 179
2025
Q4 		$900K Sell
964
-19
-2% -$17.5K 0.36% 91
2025
Q3 		$811K Sell
983
-74
-7% -$50.2K 0.33% 101
2025
Q2 		$567K Sell
1,057
-1,603
-60% -$698K 0.24% 133
2025
Q1 		$857K Buy
2,660
+1,237
+87% +$499K 0.28% 85
2024
Q4 		$603K Sell
1,423
-301
-17% -$132K 0.21% 98
2024
Q3 		$673K Buy
1,724
+40
+2% +$13.2K 0.23% 114
2024
Q2 		$512K Buy
+1,684
New +$535K 0.15% 116

Other funds holding FIX

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Mount Lucas Management's FIX Position: Q1 2026 in Review

Mount Lucas Management sold out of Comfort Systems (FIX) in Q1 2026, closing a stake of 964 shares — an estimated $900K sold.

Mount Lucas Management first reported a position in FIX in Q2 2024 and held it in 7 quarters. The position peaked at $900K in Q4 2025. 1,201 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Mount Lucas Management reported no remaining Comfort Systems position as of Q1 2026 after selling out during the quarter.
  • Mount Lucas Management sold 964 Comfort Systems shares in Q1 2026, an estimated $900K.
  • Mount Lucas Management first reported a position in Comfort Systems in Q2 2024 and held it in 7 quarters.
  • Mount Lucas Management's Comfort Systems position peaked at $900K in Q4 2025.
  • 1,201 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.