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Lummis Asset Management, LP: GS position timeline

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

Lummis Asset Management, LP held 4,831 GS 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 4,831 shares
    Change vs previous 13F -75 shares

    2.94% of the 13F portfolio, value $4,907,458.

    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 4,906 shares
    Change vs previous 13F -1,906 shares

    2.56% of the 13F portfolio, value $4,274,563.

    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 6,812 shares
    Change vs previous 13F +1,522 shares

    2.82% of the 13F portfolio, value $4,584,864.

    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 5,290 shares
    Change vs previous 13F -185 shares

    2.77% of the 13F portfolio, value $4,212,691.

    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 5,475 shares
    Change vs previous 13F -15 shares

    2.55% of the 13F portfolio, value $3,896,509.

    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 5,490 shares
    Change vs previous 13F +1,618 shares

    2.08% of the 13F portfolio, value $3,001,143.

    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 3,872 shares
    Change vs previous 13F -74 shares

    2.81% of the 13F portfolio, value $2,217,185.

    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 3,946 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $1,953,704.

    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).