BMO
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Beck Mack & Oliver’s Loar Holdings LOAR Stock Holding History

Beck Mack & Oliver’s Portfolio LOAR Stock Details LOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.55M Buy
27,000
+22,000
+440% +$1.48M 0.03% 100
2025
Q4 		$340K Hold
5,000
– – 0.01% 158
2025
Q3 		$400K Hold
5,000
– – 0.01% 142
2025
Q2 		$431K Sell
5,000
-40,000
-89% -$3.46M 0.01% 135
2025
Q1 		$3.18M Sell
45,000
-20,000
-31% -$1.44M 0.06% 81
2024
Q4 		$4.8M Hold
65,000
– – 0.09% 71
2024
Q3 		$4.85M Sell
65,000
-700
-1% -$46.4K 0.09% 72
2024
Q2 		$3.51M Buy
+65,700
New +$3.56M 0.07% 76

Other funds holding LOAR

ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM