Lummis Asset Management’s GE Aerospace GE Stock Holding History

Lummis Asset Management’s Portfolio GE Stock Details GE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.49K	Hold	12	–	–	﹤0.01%	147
2026 Q1	$3.4K	Hold	12	–	–	﹤0.01%	160
2025 Q4	$3.7K	Hold	12	–	–	﹤0.01%	148
2025 Q3	$3.61K	Hold	12	–	–	﹤0.01%	137
2025 Q2	$3.09K	Hold	12	–	–	﹤0.01%	138
2025 Q1	$2.4K	Hold	12	–	–	﹤0.01%	143
2024 Q4	$2K	Hold	12	–	–	﹤0.01%	125
2024 Q3	$2.26K	Hold	12	–	–	﹤0.01%	127
2024 Q2	$1.91K	Sell	12 -3	-20%	-$479	﹤0.01%	131
2024 Q1	$2.11K	Hold	15	–	–	﹤0.01%	133
2023 Q4	$1.53K	Buy	+15	New	+$1.39K	﹤0.01%	158

Other funds holding GE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Lummis Asset Management's GE Position: Q2 2026 in Review

Lummis Asset Management held its GE Aerospace (GE) position steady in Q2 2026 at 12 shares worth $4.49K. The position accounts for ﹤0.01% of the portfolio, ranked #147.

Lummis Asset Management first reported a position in GE in Q4 2023 and has held it in 11 quarters since. 3,445 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Lummis Asset Management held 12 shares of GE Aerospace worth $4.49K as of Q2 2026.
Lummis Asset Management left its GE Aerospace share count unchanged in Q2 2026.
GE Aerospace made up ﹤0.01% of Lummis Asset Management's portfolio in Q2 2026, its #147 holding.
Lummis Asset Management first reported a position in GE Aerospace in Q4 2023 and has held it in 11 quarters since.
3,445 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.