S&CO INC FUL H B FULLER CO COM

Ownership history in S&CO INC  ·  47 quarters on record

AI Ownership Summary

S&CO INC reported H B FULLER CO COM (FUL) in 47 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.8% in 2023 Q4. The latest visible filing shows FUL at 0.97% 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 FUL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was S&CO INC's position in H B FULLER CO COM, 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
2025 Q4

FUL was reported at 0.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.8% 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 2025 Q4

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.

How S&CO INC held FUL — position size vs. price
% of Fund (quarterly)    FUL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 262,956 -1,030 -0.4% 0.97% $15.6M 2026-02-14 (Est.) $67.21
2025 Q3 REDUCED 263,986 -870 -0.3% 0.96% $15.6M 2025-11-06 $56.76
2025 Q2 REDUCED 264,856 -1,691 -0.6% 1.02% $15.9M 2025-08-07 $55.72
2025 Q1 REDUCED 266,547 -1,305 -0.5% 1.00% $15.0M 2025-05-08 $53.93
2024 Q4 ADDED 267,852 +660 +0.2% 1.23% $18.1M 2025-02-07 $59.27
2024 Q3 ADDED 267,192 +920 +0.3% 1.39% $21.2M 2024-11-07 $76.74
2024 Q2 REDUCED 7.7% +3.4% 266,272 -22,300 -7.7% 1.43% $20.5M 2024-08-08 $77.56
2024 Q1 ADDED 288,572 +59 +0.0% 1.62% $23.0M 2024-05-09 $76.91
2023 Q4 UNCHANGED 288,513 0% 1.80% $23.5M 2024-02-12 $76.00
38 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About S&CO INC and FUL

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

How long has S&CO INC reported owning FUL?

S&CO INC reported FUL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported FUL position in S&CO INC's portfolio?

The largest reported portfolio weight for FUL was 1.80% in 2023 Q4.

What is the latest reported FUL position on this page?

The most recent filing on this page is 2025 Q4, when S&CO INC reported 262,956 shares, equal to 0.97% of portfolio, with an estimated market value of $15.6M.

What does the chart on this FUL ownership page compare?

The chart compares S&CO INC's quarterly FUL 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 S&CO INC time their FUL position?

Based on 13F filing dates vs. subsequent FUL price moves, S&CO INC correctly timed 19 out of 42 reported position changes (45%). The annualised alpha on FUL relative to SPY over the holding period was -9.4%.

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