SOMRS
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State of Michigan Retirement System’s Terex TEX Stock Holding History

State of Michigan Retirement System’s Portfolio TEX Stock Details TEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.61M Buy
27,318
+11,800
+76% +$731K 0.01% 733
2025
Q4 		$828K Sell
15,518
-100
-0.6% -$5.05K ﹤0.01% 883
2025
Q3 		$801K Sell
15,618
-200
-1% -$10.2K ﹤0.01% 889
2025
Q2 		$739K Hold
15,818
– – ﹤0.01% 892
2025
Q1 		$598K Hold
15,818
– – ﹤0.01% 917
2024
Q4 		$731K Sell
15,818
-100
-0.6% -$5.21K ﹤0.01% 898
2024
Q3 		$842K Sell
15,918
-300
-2% -$16.6K ﹤0.01% 884
2024
Q2 		$889K Sell
16,218
-200
-1% -$11.9K ﹤0.01% 855
2024
Q1 		$1.06M Buy
16,418
+300
+2% +$17.6K 0.01% 831
2023
Q4 		$926K Hold
16,118
– – 0.01% 859
2023
Q3 		$929K Sell
16,118
-600
-4% -$35.8K 0.01% 817
2023
Q2 		$1M Sell
16,718
-300
-2% -$14.9K 0.01% 818
2023
Q1 		$823K Sell
17,018
-200
-1% -$10.2K 0.01% 865
2022
Q4 		$736K Buy
17,218
+100
+0.6% +$4.03K 0.01% 883
2022
Q3 		$509K Sell
17,118
-500
-3% -$16.4K ﹤0.01% 922
2022
Q2 		$482K Sell
17,618
-100
-0.6% -$3.33K ﹤0.01% 941
2022
Q1 		$632K Buy
17,718
+44
+0.2% +$1.82K ﹤0.01% 914
2021
Q4 		$777K Buy
17,674
+200
+1% +$8.98K ﹤0.01% 913
2021
Q3 		$736K Sell
17,474
-100
-0.6% -$4.73K ﹤0.01% 915
2021
Q2 		$837K Sell
17,574
-8,100
-32% -$393K ﹤0.01% 884
2021
Q1 		$1.18M Buy
25,674
+400
+2% +$16.4K 0.01% 884
2020
Q4 		$882K Buy
25,274
+1,900
+8% +$56.1K 0.01% 894
2020
Q3 		$453K Buy
23,374
+187
+0.8% +$3.65K ﹤0.01% 932
2020
Q2 		$435K Buy
23,187
+4,987
+27% +$79.4K ﹤0.01% 911
2020
Q1 		$261K Sell
18,200
-1,100
-6% -$24.9K ﹤0.01% 911
2019
Q4 		$575K Buy
19,300
+300
+2% +$8.43K ﹤0.01% 899
2019
Q3 		$493K Buy
19,000
+500
+3% +$13.7K ﹤0.01% 903
2019
Q2 		$581K Sell
18,500
-3,600
-16% -$111K 0.01% 886
2019
Q1 		$710K Sell
22,100
-1,000
-4% -$31.7K 0.01% 893
2018
Q4 		$637K Sell
23,100
-900
-4% -$28.8K 0.01% 882
2018
Q3 		$958K Sell
24,000
-2,600
-10% -$106K 0.01% 861
2018
Q2 		$1.12M Sell
26,600
-1,400
-5% -$55.6K 0.01% 814
2018
Q1 		$1.05M Sell
28,000
-700
-2% -$30.4K 0.01% 811
2017
Q4 		$1.38M Sell
28,700
-3,200
-10% -$147K 0.01% 732
2017
Q3 		$1.44M Sell
31,900
-8,300
-21% -$328K 0.01% 729
2017
Q2 		$1.51M Sell
40,200
-2,800
-7% -$94.7K 0.01% 733
2017
Q1 		$1.35M Buy
43,000
+400
+0.9% +$12.6K 0.01% 769
2016
Q4 		$1.34M Sell
42,600
-1,100
-3% -$30.5K 0.01% 774
2016
Q3 		$1.11M Sell
43,700
-100
-0.2% -$2.33K 0.01% 812
2016
Q2 		$890K Buy
43,800
+500
+1% +$11.4K 0.01% 851
2016
Q1 		$1.08M Buy
43,300
+400
+0.9% +$8.37K 0.01% 796
2015
Q4 		$793K Sell
42,900
-6,300
-13% -$125K 0.01% 859
2015
Q3 		$883K Buy
49,200
+1,300
+3% +$28.4K 0.01% 870
2015
Q2 		$1.11M Sell
47,900
-200
-0.4% -$5.28K 0.01% 854
2015
Q1 		$1.28M Sell
48,100
-3,500
-7% -$88.4K 0.01% 819
2014
Q4 		$1.44M Sell
51,600
-700
-1% -$20K 0.01% 794
2014
Q3 		$1.66M Buy
52,300
+300
+0.6% +$11K 0.01% 735
2014
Q2 		$2.14M Sell
52,000
-100
-0.2% -$4.07K 0.01% 669
2014
Q1 		$2.31M Sell
52,100
-100
-0.2% -$4.2K 0.02% 615
2013
Q4 		$2.19M Buy
52,200
+300
+0.6% +$10.9K 0.02% 623
2013
Q3 		$1.74M Buy
51,900
+700
+1% +$21.2K 0.02% 679
2013
Q2 		$1.35M Buy
+51,200
New +$1.58M 0.01% 734

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State of Michigan Retirement System's TEX Position: Q1 2026 in Review

State of Michigan Retirement System increased its Terex (TEX) stake by 76% in Q1 2026, buying an estimated $731K and bringing the position to 27,318 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #733.

State of Michigan Retirement System first reported a position in TEX in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.31M in Q1 2014. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • State of Michigan Retirement System held 27,318 shares of Terex worth $1.61M as of Q1 2026.
  • State of Michigan Retirement System bought 11,800 Terex shares in Q1 2026, an estimated $731K.
  • Terex made up 0.01% of State of Michigan Retirement System's portfolio in Q1 2026, its #733 holding.
  • State of Michigan Retirement System first reported a position in Terex in Q2 2013 and has held it in 52 quarters since.
  • State of Michigan Retirement System's Terex position peaked at $2.31M in Q1 2014.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on State of Michigan Retirement System's 13F filing for Q1 2026, filed 4 May 2026.