Lombard Odier Asset Management (USA)’s HEICO Corp HEI Stock Holding History

Lombard Odier Asset Management (USA)’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	$976K	Buy	3,559 +863	+32%	+$278K	0.1%	111
2025 Q4	$872K	Sell	2,696 -747	-22%	-$236K	0.08%	151
2025 Q3	$1.11M	Sell	3,443 -5,738	-62%	-$1.83M	0.07%	177
2025 Q2	$3.01M	Buy	9,181 +3,249	+55%	+$899K	0.23%	76
2025 Q1	$1.58M	Buy	+5,932	New	+$1.44M	0.13%	111
2020 Q3	–	Sell	-9,000	Closed	-$897K	–	262
2020 Q2	$897K	Buy	+9,000	New	+$831K	0.06%	186

Other funds holding HEI

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

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 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

Lombard Odier Asset Management (USA)'s HEI Position: Q1 2026 in Review

Lombard Odier Asset Management (USA) increased its HEICO Corp (HEI) stake by 32% in Q1 2026, buying an estimated $278K and bringing the position to 3,559 shares worth $976K. The position accounts for 0.1% of the portfolio, ranked #111.

Lombard Odier Asset Management (USA) first reported a position in HEI in Q2 2020 and has held it in 6 quarters since. The position peaked at $3.01M in Q2 2025. 737 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

Lombard Odier Asset Management (USA) held 3,559 shares of HEICO Corp worth $976K as of Q1 2026.
Lombard Odier Asset Management (USA) bought 863 HEICO Corp shares in Q1 2026, an estimated $278K.
HEICO Corp made up 0.1% of Lombard Odier Asset Management (USA)'s portfolio in Q1 2026, its #111 holding.
Lombard Odier Asset Management (USA) first reported a position in HEICO Corp in Q2 2020 and has held it in 6 quarters since.
Lombard Odier Asset Management (USA)'s HEICO Corp position peaked at $3.01M in Q2 2025.
737 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q1 2026, filed 15 May 2026.