Linscomb Wealth’s Benchmark Electronics BHE Stock Holding History

Linscomb Wealth’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
2025 Q4	–	Sell	-5,625	Closed	-$217K	–	308
2025 Q3	$217K	Hold	5,625	–	–	0.01%	299
2025 Q2	$218K	Hold	5,625	–	–	0.01%	297
2025 Q1	$214K	Buy	+5,625	New	+$237K	0.01%	284

Other funds holding BHE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Linscomb Wealth's BHE Position: Q4 2025 in Review

Linscomb Wealth sold out of Benchmark Electronics (BHE) in Q4 2025, closing a stake of 5,625 shares — an estimated $217K sold.

Linscomb Wealth first reported a position in BHE in Q1 2025 and held it in 3 quarters. The position peaked at $218K in Q2 2025. 240 funds tracked by Wall St. Rank hold BHE as of Q4 2025.

Linscomb Wealth reported no remaining Benchmark Electronics position as of Q4 2025 after selling out during the quarter.
Linscomb Wealth sold 5,625 Benchmark Electronics shares in Q4 2025, an estimated $217K.
Linscomb Wealth first reported a position in Benchmark Electronics in Q1 2025 and held it in 3 quarters.
Linscomb Wealth's Benchmark Electronics position peaked at $218K in Q2 2025.
240 funds tracked by Wall St. Rank held Benchmark Electronics as of Q4 2025.

Based on Linscomb Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.