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Lummis Asset Management, LP: BSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lummis Asset Management, LP on BSM, newest first. How the timeline and the estimate are built.

Lummis Asset Management, LP held 343,843 BSM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 343,843 shares
    Change vs previous 13F 0 shares

    3.04% of the 13F portfolio, value $5,086,183.

    13F-HR 0002011652-26-000003 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 343,843 shares
    Change vs previous 13F +800 shares

    2.94% of the 13F portfolio, value $4,926,427.

    13F-HR 0002011652-26-000002 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 343,043 shares
    Change vs previous 13F +2,280 shares

    2.77% of the 13F portfolio, value $4,508,071.

    13F-HR 0002011652-26-000001 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 340,763 shares
    Change vs previous 13F +250 shares

    2.94% of the 13F portfolio, value $4,477,625.

    13F-HR 0002011652-25-000006 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 340,513 shares
    Change vs previous 13F 0 shares

    2.79% of the 13F portfolio, value $4,268,276.

    13F-HR 0002011652-25-000004 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 340,513 shares
    Change vs previous 13F +337,518 shares

    3.34% of the 13F portfolio, value $4,808,113.

    13F-HR 0002011652-25-000002 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,995 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $43,727.

    13F-HR 0002011652-25-000001 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,995 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $45,225.

    13F-HR 0002011652-24-000004 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).