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Mount Lucas Management’s Samsara IOT Stock Holding History

Mount Lucas Management’s Portfolio IOT Stock Details IOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,923
Closed -$219K – 177
2026
Q1 		$219K Buy
6,923
+309
+5% +$9.44K 0.08% 157
2025
Q4 		$234K Sell
6,614
-121
-2% -$4.68K 0.09% 166
2025
Q3 		$251K Sell
6,735
-521
-7% -$19.4K 0.1% 159
2025
Q2 		$289K Buy
+7,256
New +$300K 0.12% 150

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mount Lucas Management's IOT Position: Q2 2026 in Review

Mount Lucas Management sold out of Samsara (IOT) in Q2 2026, closing a stake of 6,923 shares — an estimated $219K sold.

Mount Lucas Management first reported a position in IOT in Q2 2025 and held it in 4 quarters. The position peaked at $289K in Q2 2025. 548 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Mount Lucas Management reported no remaining Samsara position as of Q2 2026 after selling out during the quarter.
  • Mount Lucas Management sold 6,923 Samsara shares in Q2 2026, an estimated $219K.
  • Mount Lucas Management first reported a position in Samsara in Q2 2025 and held it in 4 quarters.
  • Mount Lucas Management's Samsara position peaked at $289K in Q2 2025.
  • 548 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.