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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Lummis Asset Management's GE Position: Q1 2026 in Review

Lummis Asset Management held its GE Aerospace (GE) position steady in Q1 2026 at 12 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #160.

Lummis Asset Management first reported a position in GE in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.7K in Q4 2025. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Lummis Asset Management held 12 shares of GE Aerospace worth $3.4K as of Q1 2026.
Lummis Asset Management left its GE Aerospace share count unchanged in Q1 2026.
GE Aerospace made up ﹤0.01% of Lummis Asset Management's portfolio in Q1 2026, its #160 holding.
Lummis Asset Management first reported a position in GE Aerospace in Q4 2023 and has held it in 10 quarters since.
Lummis Asset Management's GE Aerospace position peaked at $3.7K in Q4 2025.
3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Lummis Asset Management's 13F filing for Q1 2026, filed 11 May 2026.