MITCHELL MCLEOD PUGH & WILLIAMS INC FLR — FLUOR CORPORATION NEW

Ownership history in MITCHELL MCLEOD PUGH & WILLIAMS INC  ·  43 quarters on record

AI Ownership Summary

MITCHELL MCLEOD PUGH & WILLIAMS INC reported FLUOR CORPORATION NEW (FLR) in 43 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.19% in 2023 Q4. The latest visible filing shows FLR at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FLR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MITCHELL MCLEOD PUGH & WILLIAMS INC's position in FLUOR CORPORATION NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FLR was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FLR stock page MITCHELL MCLEOD PUGH & WILLIAMS INC fund profile MITCHELL MCLEOD PUGH & WILLIAMS INC full holdings
How MITCHELL MCLEOD PUGH & WILLIAMS INC held FLR — position size vs. price
% of Fund (quarterly)    FLR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 15,293 — 0% 0.11% $713K 2026-04-24 $48.23
2025 Q4 REDUCED — — — 15,293 -144 -0.9% 0.10% $718K 2026-02-11 $47.34
2025 Q3 ADDED — — — 15,437 +28 +0.2% 0.12% $772K 2025-10-30 $48.79
2025 Q2 ADDED — — — 15,409 +116 +0.8% 0.15% $790K 2025-07-28 $56.23
2025 Q1 UNCHANGED — — — 15,293 — 0% 0.11% $548K 2025-05-01 $35.78
2024 Q4 REDUCED — — — 15,293 -800 -5.0% 0.16% $754K 2025-01-16 $49.51
2024 Q3 REDUCED 10.9% +3.4% ❌ 16,093 -1,966 -10.9% 0.16% $768K 2024-11-04 $52.81
2024 Q2 UNCHANGED — — — 18,059 — 0% 0.18% $786K 2024-07-31 $48.10
2024 Q1 REDUCED — — — 18,059 -700 -3.7% 0.18% $764K 2024-05-01 $40.41
2023 Q4 REDUCED — — — 18,759 -232 -1.2% 0.19% $735K 2024-02-05 $37.76
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FLR

As of 2026 Q1 — sorted by position size

Lesa Sroufe & Co 3Y 7Y 1.97% Westend Capital Management, LLC 3Y 7Y 1.26% Murphy & Mullick Capital Management Corp 0.75% Portman Square Capital LLP 3Y 0.73% Orange Investment Advisors, Inc. 3Y 7Y 0.69% Robinhood Asset Management, LLC 0.44% Stanley-Laman Group, Ltd. 3Y 7Y 0.44% GoalVest Advisory LLC 3Y 0.22% Portman Square Capital LLP 3Y 0.18% Crew Capital Management, Ltd 3Y 0.17%

FAQ About MITCHELL MCLEOD PUGH & WILLIAMS INC and FLR

These are the practical questions this page is built to answer before you even open the full history table.

How long has MITCHELL MCLEOD PUGH & WILLIAMS INC reported owning FLR?

MITCHELL MCLEOD PUGH & WILLIAMS INC reported FLR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FLR position in MITCHELL MCLEOD PUGH & WILLIAMS INC's portfolio?

The largest reported portfolio weight for FLR was 0.19% in 2023 Q4.

What is the latest reported FLR position on this page?

The most recent filing on this page is 2026 Q1, when MITCHELL MCLEOD PUGH & WILLIAMS INC reported 15,293 shares, equal to 0.11% of portfolio, with an estimated market value of $713K.

What does the chart on this FLR ownership page compare?

The chart compares MITCHELL MCLEOD PUGH & WILLIAMS INC's quarterly FLR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MITCHELL MCLEOD PUGH & WILLIAMS INC time their FLR position?

Based on 13F filing dates vs. subsequent FLR price moves, MITCHELL MCLEOD PUGH & WILLIAMS INC correctly timed 5 out of 13 reported position changes (38%). The annualised alpha on FLR relative to SPY over the holding period was -2.6%.

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