Neumeier Poma Investment Counsel’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.6M | Sell |
7,661
-6,940
| -48% | -$8.81M | 0.87% | 37 |
|
|
2025
Q4 | $13.6M | Sell |
14,601
-31,007
| -68% | -$28.6M | 1.13% | 36 |
|
|
2025
Q3 | $37.6M | Sell |
45,608
-13,462
| -23% | -$9.12M | 3.08% | 12 |
|
|
2025
Q2 | $31.7M | Buy |
59,070
+833
| +1% | +$363K | 2.95% | 15 |
|
|
2025
Q1 | $18.8M | Sell |
58,237
-15,297
| -21% | -$6.17M | 2.02% | 24 |
|
|
2024
Q4 | $31.2M | Buy |
73,534
+19,833
| +37% | +$8.71M | 3.02% | 13 |
|
|
2024
Q3 | $21M | Sell |
53,701
-47,654
| -47% | -$15.7M | 2% | 26 |
|
|
2024
Q2 | $30.8M | Sell |
101,355
-77,556
| -43% | -$24.7M | 2.82% | 12 |
|
|
2024
Q1 | $56.8M | Sell |
178,911
-134,725
| -43% | -$34.4M | 5.21% | 1 |
|
|
2023
Q4 | $64.5M | Sell |
313,636
-71,605
| -19% | -$13.2M | 5.75% | 1 |
|
|
2023
Q3 | $65.6M | Sell |
385,241
-12,545
| -3% | -$2.2M | 6.41% | 1 |
|
|
2023
Q2 | $65.3M | Sell |
397,786
-28,295
| -7% | -$4.21M | 5.98% | 1 |
|
|
2023
Q1 | $62.2M | Sell |
426,081
-130,550
| -23% | -$16.9M | 5.8% | 1 |
|
|
2022
Q4 | $64.1M | Sell |
556,631
-41,302
| -7% | -$4.8M | 5.95% | 1 |
|
|
2022
Q3 | $58.2M | Sell |
597,933
-116,675
| -16% | -$11.4M | 5.76% | 1 |
|
|
2022
Q2 | $59.4M | Sell |
714,608
-25,105
| -3% | -$2.16M | 4.65% | 2 |
|
|
2022
Q1 | $65.8M | Sell |
739,713
-80,985
| -10% | -$7.27M | 4.42% | 4 |
|
|
2021
Q4 | $81.2M | Sell |
820,698
-330
| -0% | -$30.5K | 4.52% | 2 |
|
|
2021
Q3 | $58.6M | Sell |
821,028
-40,900
| -5% | -$3.05M | 3.48% | 7 |
|
|
2021
Q2 | $67.9M | Sell |
861,928
-7,235
| -0.8% | -$590K | 3.97% | 5 |
|
|
2021
Q1 | $65M | Sell |
869,163
-3,300
| -0.4% | -$211K | 3.9% | 8 |
|
|
2020
Q4 | $45.9M | Buy |
872,463
+5,170
| +0.6% | +$268K | 3.05% | 12 |
|
|
2020
Q3 | $44.7M | Buy |
867,293
+94,150
| +12% | +$4.57M | 3.68% | 8 |
|
|
2020
Q2 | $31.5M | Buy |
773,143
+50,820
| +7% | +$1.81M | 2.84% | 13 |
|
|
2020
Q1 | $26.4M | Buy |
722,323
+11,545
| +2% | +$511K | 2.72% | 15 |
|
|
2019
Q4 | $35.4M | Buy |
710,778
+263,715
| +59% | +$12.8M | 2.72% | 14 |
|
|
2019
Q3 | $19.8M | Buy |
447,063
+860
| +0.2% | +$37.5K | 1.65% | 28 |
|
|
2019
Q2 | $22.8M | Sell |
446,203
-505,485
| -53% | -$26M | 1.88% | 26 |
|
|
2019
Q1 | $49.9M | Sell |
951,688
-94,630
| -9% | -$4.72M | 4.18% | 6 |
|
|
2018
Q4 | $45.7M | Sell |
1,046,318
-10,597
| -1% | -$542K | 4.34% | 4 |
|
|
2018
Q3 | $59.6M | Buy |
1,056,915
+32,315
| +3% | +$1.73M | 4.93% | 1 |
|
|
2018
Q2 | $46.9M | Buy |
1,024,600
+44,025
| +4% | +$1.96M | 4.37% | 3 |
|
|
2018
Q1 | $40.4M | Buy |
980,575
+9,160
| +0.9% | +$385K | 4.17% | 5 |
|
|
2017
Q4 | $42.4M | Sell |
971,415
-33,360
| -3% | -$1.37M | 4.25% | 4 |
|
|
2017
Q3 | $35.9M | Buy |
1,004,775
+135,950
| +16% | +$4.7M | 3.75% | 8 |
|
|
2017
Q2 | $32.2M | Buy |
868,825
+221,875
| +34% | +$7.87M | 3.76% | 7 |
|
|
2017
Q1 | $23.7M | Buy |
646,950
+245,725
| +61% | +$8.53M | 2.83% | 20 |
|
|
2016
Q4 | $13.4M | Buy |
+401,225
| New | +$12.5M | 1.84% | 29 |
|
Other funds holding FIX
VCM
VPM
Neumeier Poma Investment Counsel's FIX Position: Q1 2026 in Review
Neumeier Poma Investment Counsel reduced its Comfort Systems (FIX) stake by 48% in Q1 2026, selling an estimated $8.81M and leaving 7,661 shares worth $10.6M. The position accounts for 0.87% of the portfolio, ranked #37.
Neumeier Poma Investment Counsel first reported a position in FIX in Q4 2016 and has held it in 38 quarters since. The position peaked at $81.2M in Q4 2021. 1,196 funds tracked by Wall St. Rank hold FIX as of Q1 2026.
- Neumeier Poma Investment Counsel held 7,661 shares of Comfort Systems worth $10.6M as of Q1 2026.
- Neumeier Poma Investment Counsel sold 6,940 Comfort Systems shares in Q1 2026, an estimated $8.81M.
- Comfort Systems made up 0.87% of Neumeier Poma Investment Counsel's portfolio in Q1 2026, its #37 holding.
- Neumeier Poma Investment Counsel first reported a position in Comfort Systems in Q4 2016 and has held it in 38 quarters since.
- Neumeier Poma Investment Counsel's Comfort Systems position peaked at $81.2M in Q4 2021.
- 1,196 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.
Based on Neumeier Poma Investment Counsel's 13F filing for Q1 2026, filed 13 May 2026.