Position in UL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$267,173
+$13,087 QoQ
Shares Held
4,444
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#804
of 1,172 holders
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Lummis Asset Management, LP holds $1,576,233 across 4 Household & Personal Products names. UL ranks #2 (17.0% of the industry book) .
All Filings in UL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,173 | 4,444 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $254,086 | 4,460 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $291,684 | 4,460 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $296,400 | 5,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $305,849 | 5,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $297,749 | 5,000 | Shares | Sole | 2025-05-15 | |
| 2023-12-31 | $242,400 | 5,000 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||