Clifford Swan Investment Counsel’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.83M | Sell |
27,599
-1,008
| -4% | -$317K | 0.27% | 97 |
|
|
2025
Q4 | $8.81M | Sell |
28,607
-330
| -1% | -$99.4K | 0.29% | 88 |
|
|
2025
Q3 | $8.7M | Buy |
28,937
+948
| +3% | +$259K | 0.29% | 89 |
|
|
2025
Q2 | $7.2M | Buy |
27,989
+15
| +0.1% | +$3.29K | 0.25% | 94 |
|
|
2025
Q1 | $5.6M | Sell |
27,974
-441
| -2% | -$86.8K | 0.21% | 105 |
|
|
2024
Q4 | $4.74M | Sell |
28,415
-531
| -2% | -$94.8K | 0.17% | 112 |
|
|
2024
Q3 | $5.46M | Sell |
28,946
-5,920
| -17% | -$1M | 0.19% | 105 |
|
|
2024
Q2 | $5.54M | Sell |
34,866
-9,731
| -22% | -$1.55M | 0.21% | 103 |
|
|
2024
Q1 | $6.25M | Sell |
44,597
-2,441
| -5% | -$288K | 0.23% | 95 |
|
|
2023
Q4 | $4.79M | Sell |
47,038
-6,909
| -13% | -$640K | 0.19% | 109 |
|
|
2023
Q3 | $4.76M | Sell |
53,947
-1,992
| -4% | -$179K | 0.2% | 107 |
|
|
2023
Q2 | $4.9M | Sell |
55,939
-10,900
| -16% | -$883K | 0.2% | 108 |
|
|
2023
Q1 | $5.1M | Sell |
66,839
-21,314
| -24% | -$1.43M | 0.21% | 108 |
|
|
2022
Q4 | $4.6M | Sell |
88,153
-2,466
| -3% | -$121K | 0.2% | 112 |
|
|
2022
Q3 | $3.5M | Sell |
90,619
-3,220
| -3% | -$142K | 0.16% | 114 |
|
|
2022
Q2 | $3.72M | Sell |
93,839
-3,110
| -3% | -$151K | 0.16% | 115 |
|
|
2022
Q1 | $5.53M | Sell |
96,949
-5,835
| -6% | -$348K | 0.2% | 108 |
|
|
2021
Q4 | $6.05M | Sell |
102,784
-13,555
| -12% | -$852K | 0.21% | 110 |
|
|
2021
Q3 | $7.7M | Buy |
116,339
+100,094
| +616% | +$6.44M | 0.28% | 94 |
|
|
2021
Q2 | $8.33M | Sell |
16,245
-103,735
| -86% | -$6.92M | 0.32% | 89 |
|
|
2021
Q1 | $7.85M | Sell |
119,980
-14,424
| -11% | -$874K | 0.32% | 90 |
|
|
2020
Q4 | $7.24M | Sell |
134,404
-11,442
| -8% | -$513K | 0.32% | 86 |
|
|
2020
Q3 | $4.53M | Sell |
145,846
-9,519
| -6% | -$309K | 0.22% | 100 |
|
|
2020
Q2 | $5.29M | Sell |
155,365
-8,128
| -5% | -$274K | 0.27% | 93 |
|
|
2020
Q1 | $6.47M | Sell |
163,493
-6,959
| -4% | -$371K | 0.39% | 80 |
|
|
2019
Q4 | $9.48M | Sell |
170,452
-13,146
| -7% | -$679K | 0.46% | 74 |
|
|
2019
Q3 | $8.18M | Sell |
183,598
-29,079
| -14% | -$1.37M | 0.42% | 73 |
|
|
2019
Q2 | $11.1M | Sell |
212,677
-28,885
| -12% | -$1.42M | 0.59% | 57 |
|
|
2019
Q1 | $12M | Sell |
241,562
-30,552
| -11% | -$1.44M | 0.65% | 52 |
|
|
2018
Q4 | $9.87M | Sell |
272,114
-29,350
| -10% | -$1.33M | 0.6% | 56 |
|
|
2018
Q3 | $16.3M | Sell |
301,464
-4,850
| -2% | -$299K | 0.85% | 40 |
|
|
2018
Q2 | $20M | Buy |
306,314
+1,896
| +0.6% | +$126K | 1.12% | 27 |
|
|
2018
Q1 | $19.7M | Buy |
304,418
+39,595
| +15% | +$2.93M | 1.11% | 27 |
|
|
2017
Q4 | $22.1M | Buy |
264,823
+8,582
| +3% | +$819K | 1.21% | 22 |
|
|
2017
Q3 | $29.7M | Buy |
256,241
+14,579
| +6% | +$1.76M | 1.8% | 11 |
|
|
2017
Q2 | $31.3M | Sell |
241,662
-4,345
| -2% | -$596K | 1.95% | 8 |
|
|
2017
Q1 | $35.1M | Sell |
246,007
-5,004
| -2% | -$724K | 2.25% | 7 |
|
|
2016
Q4 | $38M | Sell |
251,011
-1,906
| -0.8% | -$277K | 2.54% | 6 |
|
|
2016
Q3 | $35.9M | Buy |
252,917
+2,862
| +1% | +$427K | 2.43% | 6 |
|
|
2016
Q2 | $37.7M | Sell |
250,055
-10,970
| -4% | -$1.6M | 2.61% | 4 |
|
|
2016
Q1 | $39.8M | Sell |
261,025
-14,256
| -5% | -$2.01M | 2.7% | 4 |
|
|
2015
Q4 | $41.1M | Sell |
275,281
-5,776
| -2% | -$820K | 2.81% | 3 |
|
|
2015
Q3 | $34M | Sell |
281,057
-4,125
| -1% | -$506K | 2.43% | 8 |
|
|
2015
Q2 | $36.3M | Sell |
285,182
-11,374
| -4% | -$1.48M | 2.44% | 6 |
|
|
2015
Q1 | $35.3M | Buy |
296,556
+5,730
| +2% | +$682K | 2.32% | 8 |
|
|
2014
Q4 | $35.2M | Sell |
290,826
-3,766
| -1% | -$463K | 2.32% | 8 |
|
|
2014
Q3 | $36.2M | Sell |
294,592
-1,412
| -0.5% | -$176K | 2.47% | 7 |
|
|
2014
Q2 | $37.3M | Sell |
296,004
-3,654
| -1% | -$465K | 2.51% | 6 |
|
|
2014
Q1 | $37.2M | Buy |
299,658
+1,267
| +0.4% | +$157K | 2.6% | 4 |
|
|
2013
Q4 | $40.1M | Sell |
298,391
-5,135
| -2% | -$647K | 2.9% | 3 |
|
|
2013
Q3 | $34.8M | Sell |
303,526
-6,609
| -2% | -$758K | 2.77% | 4 |
|
|
2013
Q2 | $34.5M | Buy |
+310,135
| New | +$34.3M | 2.88% | 4 |
|
Other funds holding GE
VCM
VPM
Clifford Swan Investment Counsel's GE Position: Q1 2026 in Review
Clifford Swan Investment Counsel reduced its GE Aerospace (GE) stake by 3.5% in Q1 2026, selling an estimated $317K and leaving 27,599 shares worth $7.83M. The position accounts for 0.27% of the portfolio, ranked #97.
Clifford Swan Investment Counsel first reported a position in GE in Q2 2013 and has held it in 52 quarters since. The position peaked at $41.1M in Q4 2015. 3,218 funds tracked by Wall St. Rank hold GE as of Q1 2026.
- Clifford Swan Investment Counsel held 27,599 shares of GE Aerospace worth $7.83M as of Q1 2026.
- Clifford Swan Investment Counsel sold 1,008 GE Aerospace shares in Q1 2026, an estimated $317K.
- GE Aerospace made up 0.27% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #97 holding.
- Clifford Swan Investment Counsel first reported a position in GE Aerospace in Q2 2013 and has held it in 52 quarters since.
- Clifford Swan Investment Counsel's GE Aerospace position peaked at $41.1M in Q4 2015.
- 3,218 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.