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Bourne Lent Asset Management’s Loar Holdings LOAR Stock Holding History

Bourne Lent Asset Management’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
Q2 		$250K Buy
+3,100
New +$198K 0.09% 59
2025
Q4 		– Sell
-2,600
Closed -$208K – 65
2025
Q3 		$208K Hold
2,600
– – 0.07% 63
2025
Q2 		$224K Buy
+2,600
New +$225K 0.09% 60

Other funds holding LOAR

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bourne Lent Asset Management's LOAR Position: Q2 2026 in Review

Bourne Lent Asset Management opened a new position in Loar Holdings (LOAR) in Q2 2026: 3,100 shares worth $250K. The stake represents 0.09% of the portfolio and ranks #59 among its holdings. This is a return to the name: Bourne Lent Asset Management previously reported a position in LOAR as recently as Q3 2025.

Bourne Lent Asset Management first reported a position in LOAR in Q2 2025 and has held it in 3 quarters since. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Bourne Lent Asset Management held 3,100 shares of Loar Holdings worth $250K as of Q2 2026.
  • Loar Holdings was a new Bourne Lent Asset Management position in Q2 2026.
  • Loar Holdings made up 0.09% of Bourne Lent Asset Management's portfolio in Q2 2026, its #59 holding.
  • Bourne Lent Asset Management first reported a position in Loar Holdings in Q2 2025 and has held it in 3 quarters since.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Bourne Lent Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.