GM Advisory Group’s HEICO Corp HEI Stock Holding History

GM Advisory Group’s Portfolio HEI Stock Details HEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$819K	Hold	2,985	–	–	0.03%	186
2025 Q4	$966K	Buy	2,985 +36	+1%	+$11.4K	0.04%	169
2025 Q3	$952K	Hold	2,949	–	–	0.04%	150
2025 Q2	$967K	Hold	2,949	–	–	0.05%	145
2025 Q1	$788K	Buy	2,949 +1	+0%	+$244	0.04%	144
2024 Q4	$701K	Hold	2,948	–	–	0.04%	146
2024 Q3	$771K	Buy	2,948 +965	+49%	+$233K	0.05%	136
2024 Q2	$443K	Hold	1,983	–	–	0.03%	158
2024 Q1	$379K	Hold	1,983	–	–	0.03%	170
2023 Q4	$355K	Hold	1,983	–	–	0.03%	163
2023 Q3	$321K	Hold	1,983	–	–	0.03%	153
2023 Q2	$351K	Hold	1,983	–	–	0.03%	147
2023 Q1	$339K	Hold	1,983	–	–	0.03%	141
2022 Q4	$305K	Hold	1,983	–	–	0.03%	136
2022 Q3	$286K	Buy	1,983 +1	+0.1%	+$150	0.04%	148
2022 Q2	$260K	Hold	1,982	–	–	0.04%	153
2022 Q1	$304K	Buy	1,982 +1	+0.1%	+$145	0.04%	159
2021 Q4	$286K	Hold	1,981	–	–	0.03%	164
2021 Q3	$261K	Buy	1,981 +2	+0.1%	+$263	0.03%	172
2021 Q2	$276K	Hold	1,979	–	–	0.03%	169
2021 Q1	$249K	Buy	1,979 +1	+0.1%	+$128	0.03%	170
2020 Q4	$262K	Sell	1,978 -2,571	-57%	-$314K	0.04%	146
2020 Q3	$476K	Buy	+4,549	New	+$470K	0.07%	98
2020 Q1	–	Sell	-1,975	Closed	-$225K	–	133
2019 Q4	$225K	Hold	1,975	–	–	0.07%	84
2019 Q3	$247K	Buy	1,975 +1	+0.1%	+$137	0.08%	93
2019 Q2	$264K	Buy	+1,974	New	+$220K	0.08%	87

Other funds holding HEI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GM Advisory Group's HEI Position: Q1 2026 in Review

GM Advisory Group held its HEICO Corp (HEI) position steady in Q1 2026 at 2,985 shares worth $819K. The position accounts for 0.03% of the portfolio, ranked #186.

GM Advisory Group first reported a position in HEI in Q2 2019 and has held it in 26 quarters since. The position peaked at $967K in Q2 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

GM Advisory Group held 2,985 shares of HEICO Corp worth $819K as of Q1 2026.
GM Advisory Group left its HEICO Corp share count unchanged in Q1 2026.
HEICO Corp made up 0.03% of GM Advisory Group's portfolio in Q1 2026, its #186 holding.
GM Advisory Group first reported a position in HEICO Corp in Q2 2019 and has held it in 26 quarters since.
GM Advisory Group's HEICO Corp position peaked at $967K in Q2 2025.
736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.