KCM
BHE icon

Kennedy Capital Management’s Benchmark Electronics BHE Stock Holding History

Kennedy Capital Management’s Portfolio BHE Stock Details BHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.5M Sell
276,239
-118,459
-30% -$6.37M 0.33% 95
2025
Q4 		$16.9M Buy
394,698
+31,047
+9% +$1.34M 0.36% 86
2025
Q3 		$14M Buy
363,651
+213,276
+142% +$8.44M 0.31% 106
2025
Q2 		$5.84M Buy
150,375
+14,514
+11% +$531K 0.14% 257
2025
Q1 		$5.17M Buy
135,861
+17,960
+15% +$758K 0.12% 283
2024
Q4 		$5.35M Sell
117,901
-7,355
-6% -$341K 0.12% 308
2024
Q3 		$5.55M Buy
125,256
+708
+0.6% +$29.6K 0.12% 287
2024
Q2 		$4.91M Sell
124,548
-6,530
-5% -$240K 0.11% 320
2024
Q1 		$3.93M Sell
131,078
-12,394
-9% -$357K 0.08% 378
2023
Q4 		$3.97M Sell
143,472
-12,982
-8% -$327K 0.09% 348
2023
Q3 		$3.8M Buy
+156,454
New +$3.97M 0.09% 341
2020
Q4 		– Sell
-139,245
Closed -$2.81M – 669
2020
Q3 		$2.81M Sell
139,245
-84,450
-38% -$1.72M 0.08% 430
2020
Q2 		$4.83M Buy
223,695
+169,936
+316% +$3.56M 0.14% 288
2020
Q1 		$1.07M Buy
53,759
+29,196
+119% +$826K 0.04% 551
2019
Q4 		$844K Buy
+24,563
New +$810K 0.02% 629
2018
Q2 		– Sell
-120,927
Closed -$3.61M – 737
2018
Q1 		$3.61M Sell
120,927
-1,464
-1% -$44K 0.07% 496
2017
Q4 		$3.56M Sell
122,391
-467
-0.4% -$14.6K 0.06% 522
2017
Q3 		$4.2M Buy
122,858
+5,218
+4% +$171K 0.08% 467
2017
Q2 		$3.8M Sell
117,640
-3,196
-3% -$103K 0.07% 478
2017
Q1 		$3.84M Sell
120,836
-4,905
-4% -$154K 0.07% 487
2016
Q4 		$3.83M Sell
125,741
-89,365
-42% -$2.44M 0.07% 483
2016
Q3 		$5.37M Sell
215,106
-3,068
-1% -$72.7K 0.1% 346
2016
Q2 		$4.61M Buy
+218,174
New +$4.56M 0.09% 363

Other funds holding BHE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kennedy Capital Management's BHE Position: Q1 2026 in Review

Kennedy Capital Management reduced its Benchmark Electronics (BHE) stake by 30% in Q1 2026, selling an estimated $6.37M and leaving 276,239 shares worth $15.5M. The position accounts for 0.33% of the portfolio, ranked #95.

Kennedy Capital Management first reported a position in BHE in Q2 2016 and has held it in 23 quarters since. The position peaked at $16.9M in Q4 2025. 267 funds tracked by Wall St. Rank hold BHE as of Q1 2026.

  • Kennedy Capital Management held 276,239 shares of Benchmark Electronics worth $15.5M as of Q1 2026.
  • Kennedy Capital Management sold 118,459 Benchmark Electronics shares in Q1 2026, an estimated $6.37M.
  • Benchmark Electronics made up 0.33% of Kennedy Capital Management's portfolio in Q1 2026, its #95 holding.
  • Kennedy Capital Management first reported a position in Benchmark Electronics in Q2 2016 and has held it in 23 quarters since.
  • Kennedy Capital Management's Benchmark Electronics position peaked at $16.9M in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Benchmark Electronics as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.