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Steigerwald Gordon & Koch’s Maximus MMS Stock Holding History

Steigerwald Gordon & Koch’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
Q1 		– Sell
-52
Closed -$4.49K – 847
2025
Q4 		$4.49K Buy
+52
New +$4.45K ﹤0.01% 701

Other funds holding MMS

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

Steigerwald Gordon & Koch's MMS Position: Q1 2026 in Review

Steigerwald Gordon & Koch sold out of Maximus (MMS) in Q1 2026, closing a stake of 52 shares — an estimated $4.49K sold.

Steigerwald Gordon & Koch first reported a position in MMS in Q4 2025 and held it in 1 quarter. The position peaked at $4.49K in Q4 2025. 373 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • Steigerwald Gordon & Koch reported no remaining Maximus position as of Q1 2026 after selling out during the quarter.
  • Steigerwald Gordon & Koch sold 52 Maximus shares in Q1 2026, an estimated $4.49K.
  • Steigerwald Gordon & Koch first reported a position in Maximus in Q4 2025 and held it in 1 quarter.
  • Steigerwald Gordon & Koch's Maximus position peaked at $4.49K in Q4 2025.
  • 373 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.