Ironwood Investment Counsel’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $959K | Hold |
3,496
| – | – | 0.14% | 128 |
|
|
2025
Q4 | $1.13M | Hold |
3,496
| – | – | 0.16% | 119 |
|
|
2025
Q3 | $1.13M | Hold |
3,496
| – | – | 0.16% | 117 |
|
|
2025
Q2 | $1.15M | Hold |
3,496
| – | – | 0.18% | 111 |
|
|
2025
Q1 | $934K | Hold |
3,496
| – | – | 0.16% | 120 |
|
|
2024
Q4 | $831K | Hold |
3,496
| – | – | 0.14% | 126 |
|
|
2024
Q3 | $914K | Hold |
3,496
| – | – | 0.15% | 124 |
|
|
2024
Q2 | $782K | Hold |
3,496
| – | – | 0.14% | 128 |
|
|
2024
Q1 | $668K | Hold |
3,496
| – | – | 0.12% | 146 |
|
|
2023
Q4 | $625K | Hold |
3,496
| – | – | 0.12% | 149 |
|
|
2023
Q3 | $208K | Hold |
3,496
| – | – | 0.04% | 228 |
|
|
2023
Q2 | $619K | Hold |
3,496
| – | – | 0.14% | 118 |
|
|
2023
Q1 | $598K | Hold |
3,496
| – | – | 0.14% | 119 |
|
|
2022
Q4 | $537K | Hold |
3,496
| – | – | 0.13% | 121 |
|
|
2022
Q3 | $503K | Hold |
3,496
| – | – | 0.14% | 114 |
|
|
2022
Q2 | $458K | Hold |
3,496
| – | – | 0.13% | 122 |
|
|
2022
Q1 | $536K | Hold |
3,496
| – | – | 0.13% | 120 |
|
|
2021
Q4 | $504K | Hold |
3,496
| – | – | 0.12% | 126 |
|
|
2021
Q3 | $461K | Hold |
3,496
| – | – | 0.12% | 126 |
|
|
2021
Q2 | $487K | Hold |
3,496
| – | – | 0.13% | 128 |
|
|
2021
Q1 | $439K | Hold |
3,496
| – | – | 0.13% | 131 |
|
|
2020
Q4 | $462K | Hold |
3,496
| – | – | 0.1% | 137 |
|
|
2020
Q3 | $365K | Hold |
3,496
| – | – | 0.1% | 136 |
|
|
2020
Q2 | $348K | Hold |
3,496
| – | – | 0.11% | 135 |
|
|
2020
Q1 | $260K | Hold |
3,496
| – | – | 0.1% | 134 |
|
|
2019
Q4 | $399K | Hold |
3,496
| – | – | 0.14% | 108 |
|
|
2019
Q3 | $436K | Hold |
3,496
| – | – | 0.16% | 96 |
|
|
2019
Q2 | $467K | Hold |
3,496
| – | – | 0.18% | 93 |
|
|
2019
Q1 | $331K | Hold |
3,496
| – | – | 0.13% | 112 |
|
|
2018
Q4 | $270K | Hold |
3,496
| – | – | 0.12% | 122 |
|
|
2018
Q3 | $323K | Hold |
3,496
| – | – | 0.12% | 116 |
|
|
2018
Q2 | $254K | Hold |
3,496
| – | – | 0.11% | 124 |
|
|
2018
Q1 | $242K | Sell |
3,496
-875
| -20% | -$57.2K | 0.11% | 122 |
|
|
2017
Q4 | $211K | Hold |
4,371
| – | – | 0.08% | 140 |
|
|
2017
Q3 | $201K | Buy |
+4,371
| New | +$186K | 0.08% | 141 |
|
Other funds holding HEI
DAM
VPM
VCM
Ironwood Investment Counsel's HEI Position: Q1 2026 in Review
Ironwood Investment Counsel held its HEICO Corp (HEI) position steady in Q1 2026 at 3,496 shares worth $959K. The position accounts for 0.14% of the portfolio, ranked #128.
Ironwood Investment Counsel first reported a position in HEI in Q3 2017 and has held it in 35 quarters since. The position peaked at $1.15M in Q2 2025. 737 funds tracked by Wall St. Rank hold HEI as of Q1 2026.
- Ironwood Investment Counsel held 3,496 shares of HEICO Corp worth $959K as of Q1 2026.
- Ironwood Investment Counsel left its HEICO Corp share count unchanged in Q1 2026.
- HEICO Corp made up 0.14% of Ironwood Investment Counsel's portfolio in Q1 2026, its #128 holding.
- Ironwood Investment Counsel first reported a position in HEICO Corp in Q3 2017 and has held it in 35 quarters since.
- Ironwood Investment Counsel's HEICO Corp position peaked at $1.15M in Q2 2025.
- 737 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.
Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.