MMS MAXIMUS INC

Ownership history in West Coast Financial LLC  ·  34 quarters on record

AI Ownership Summary

West Coast Financial LLC reported MAXIMUS INC (MMS) in 34 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.97% in 2023 Q4. The latest visible filing shows MMS at 0.70% 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 MMS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was West Coast Financial LLC's position in MAXIMUS INC, 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 Q2

MMS was reported at 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% 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 Q2

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 West Coast Financial LLC held MMS — position size vs. price
% of Fund (quarterly)    MMS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 UNCHANGED 89,320 0% 0.70% $6.1M 2025-08-14 (Est.) $83.50
2025 Q1 REDUCED 89,320 -1,175 -1.3% 0.70% $6.1M 2025-04-11 $67.43
2024 Q4 ADDED 90,495 +1,552 +1.7% 0.74% $6.8M 2025-01-15 $76.14
2024 Q3 REDUCED 88,943 -208 -0.2% 0.91% $8.3M 2024-10-09 $88.67
2024 Q2 ADDED 89,151 +886 +1.0% 0.91% $7.6M 2024-07-22 $88.85
2024 Q1 REDUCED 88,265 -108 -0.1% 0.90% $7.4M 2024-04-12 $77.57
2023 Q4 ADDED 88,373 +6,900 +8.5% 0.97% $7.4M 2024-01-11 $76.94
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About West Coast Financial LLC and MMS

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

How long has West Coast Financial LLC reported owning MMS?

West Coast Financial LLC reported MMS across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported MMS position in West Coast Financial LLC's portfolio?

The largest reported portfolio weight for MMS was 0.97% in 2023 Q4.

What is the latest reported MMS position on this page?

The most recent filing on this page is 2025 Q2, when West Coast Financial LLC reported 89,320 shares, equal to 0.70% of portfolio, with an estimated market value of $6.1M.

What does the chart on this MMS ownership page compare?

The chart compares West Coast Financial LLC's quarterly MMS 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.

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