ZIM
FIX icon

Zacks Investment Management’s Comfort Systems FIX Stock Holding History

Zacks Investment 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 		$7.95M Sell
5,767
-785
-12% -$997K 0.06% 178
2025
Q4 		$6.12M Sell
6,552
-6,459
-50% -$5.96M 0.05% 206
2025
Q3 		$10.7M Sell
13,011
-219
-2% -$148K 0.09% 166
2025
Q2 		$7.09M Buy
13,230
+5,320
+67% +$2.32M 0.06% 193
2025
Q1 		$2.55M Sell
7,910
-72
-0.9% -$29K 0.02% 295
2024
Q4 		$3.38M Sell
7,982
-668
-8% -$293K 0.03% 273
2024
Q3 		$3.38M Buy
8,650
+1,795
+26% +$591K 0.03% 267
2024
Q2 		$2.08M Buy
+6,855
New +$2.18M 0.02% 282
2020
Q2 		– Sell
-27,364
Closed -$1M – 531
2020
Q1 		$1M Sell
27,364
-467
-2% -$20.7K 0.02% 294
2019
Q4 		$1.39M Buy
+27,831
New +$1.35M 0.03% 335
2019
Q3 		– Sell
-58,898
Closed -$3M – 533
2019
Q2 		$3M Sell
58,898
-9,555
-14% -$492K 0.06% 192
2019
Q1 		$3.59M Sell
68,453
-4,214
-6% -$210K 0.08% 178
2018
Q4 		$3.17M Sell
72,667
-12,795
-15% -$655K 0.08% 170
2018
Q3 		$4.82M Buy
85,462
+24,028
+39% +$1.29M 0.1% 157
2018
Q2 		$2.81M Buy
+61,434
New +$2.74M 0.06% 212
2017
Q2 		– Sell
-42,835
Closed -$1.57M – 629
2017
Q1 		$1.57M Buy
42,835
+2,059
+5% +$71.5K 0.04% 269
2016
Q4 		$1.36M Sell
40,776
-565
-1% -$17.6K 0.04% 267
2016
Q3 		$1.21M Sell
41,341
-10,845
-21% -$322K 0.03% 292
2016
Q2 		$1.7M Buy
52,186
+2,120
+4% +$67.6K 0.05% 237
2016
Q1 		$1.59M Buy
50,066
+15,188
+44% +$430K 0.05% 246
2015
Q4 		$991K Buy
34,878
+7,431
+27% +$226K 0.03% 293
2015
Q3 		$748K Buy
27,447
+9,763
+55% +$262K 0.03% 352
2015
Q2 		$406K Buy
+17,684
New +$389K 0.01% 475
2014
Q1 		– Sell
-20,425
Closed -$396K – 699
2013
Q4 		$396K Buy
20,425
+2,324
+13% +$43.9K 0.02% 475
2013
Q3 		$304K Sell
18,101
-633
-3% -$10.1K 0.01% 519
2013
Q2 		$280K Buy
+18,734
New +$255K 0.01% 479

Other funds holding FIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Zacks Investment Management's FIX Position: Q1 2026 in Review

Zacks Investment Management reduced its Comfort Systems (FIX) stake by 12% in Q1 2026, selling an estimated $997K and leaving 5,767 shares worth $7.95M. The position accounts for 0.06% of the portfolio, ranked #178.

Zacks Investment Management first reported a position in FIX in Q2 2013 and has held it in 26 quarters since. The position peaked at $10.7M in Q3 2025. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Zacks Investment Management held 5,767 shares of Comfort Systems worth $7.95M as of Q1 2026.
  • Zacks Investment Management sold 785 Comfort Systems shares in Q1 2026, an estimated $997K.
  • Comfort Systems made up 0.06% of Zacks Investment Management's portfolio in Q1 2026, its #178 holding.
  • Zacks Investment Management first reported a position in Comfort Systems in Q2 2013 and has held it in 26 quarters since.
  • Zacks Investment Management's Comfort Systems position peaked at $10.7M in Q3 2025.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.