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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
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 $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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Bourne Lent Asset Management's LOAR Position: Q4 2025 in Review

Bourne Lent Asset Management sold out of Loar Holdings (LOAR) in Q4 2025, closing a stake of 2,600 shares — an estimated $208K sold.

Bourne Lent Asset Management first reported a position in LOAR in Q2 2025 and held it in 2 quarters. The position peaked at $224K in Q2 2025. 241 funds tracked by Wall St. Rank hold LOAR as of Q4 2025.

  • Bourne Lent Asset Management reported no remaining Loar Holdings position as of Q4 2025 after selling out during the quarter.
  • Bourne Lent Asset Management sold 2,600 Loar Holdings shares in Q4 2025, an estimated $208K.
  • Bourne Lent Asset Management first reported a position in Loar Holdings in Q2 2025 and held it in 2 quarters.
  • Bourne Lent Asset Management's Loar Holdings position peaked at $224K in Q2 2025.
  • 241 funds tracked by Wall St. Rank held Loar Holdings as of Q4 2025.

Based on Bourne Lent Asset Management's 13F filing for Q4 2025, filed 14 Jan 2026.