13F Filings History of Lummis Asset Management, LP

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$162,469,960
Signature - Title
Anne Wright - Assistant
Location
Fort Worth, TX
Summary
This page shows a list of all the recent 13F filings made by Lummis Asset Management, LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lummis Asset Management, LP reported 189 stock holdings with total value $162,469,960 as of Q4 2025. Top holdings included MSFT, AAPL, MTDR, GOOG, and BRKB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 189 $162,469,960 +$11,918,556 -$2,111,098 +$9,807,458 MSFT, AAPL, MTDR, GOOG, BRKB 13F-HR 09 Feb 2026, 18:36
Q3 2025 159 $151,883,170 +$4,142,155 -$16,261,993 -$12,119,838 MTDR, AAPL, ORCL, MSFT, BRKB 13F-HR 10 Nov 2025, 15:17
Q2 2025 160 $152,850,323 +$4,432,211 -$6,585,017 -$2,152,806 MSFT, MTDR, AAPL, Berkshire Hathaway, ORCL 13F-HR 11 Aug 2025, 14:45
Q1 2025 163 $143,985,743 +$69,258,022 -$1,357,569 +$67,900,453 MTDR, AAPL, MSFT, Berkshire Hathaway, GOOG 13F-HR 15 May 2025, 10:39
Q4 2024 147 $78,931,016 +$447,712 -$7,584,449 -$7,136,737 MTDR, AAPL, MSFT, BRKB, ORCL 13F-HR 15 Jan 2025, 12:43
Q3 2024 147 $85,606,886 +$9,433,345 -$1,058,537 +$8,374,808 AAPL, MTDR, MSFT, BRKB, ORCL 13F-HR 06 Nov 2024, 12:30
Q2 2024 153 $75,730,063 +$1,412,920 -$192,852 +$1,220,068 MTDR, AAPL, MSFT, BRKB, GOOG 13F-HR 14 Aug 2024, 16:24
Q1 2024 156 $74,597,304 +$788,019 -$64,244,688 -$63,456,669 MTDR, AAPL, MSFT, BRKB, ORCL 13F-HR 16 May 2024, 18:30
Q4 2023 175 $125,754,367 $0 $0 $0 MTDR, AAPL, MSFT, BSM, BRKB 13F-HR 14 Feb 2024, 15:19