Luther King Capital Management (LKCM)’s Aaon AAON Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio AAON Stock Details AAON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.34M	Sell	73,606 -42,691	-37%	-$5M	0.04%	195
2026 Q1	$9.62M	Buy	116,297 +766	+0.7%	+$69.6K	0.04%	180
2025 Q4	$8.81M	Buy	115,531 +7,122	+7%	+$658K	0.04%	185
2025 Q3	$10.1M	Buy	108,409 +54,907	+103%	+$4.5M	0.04%	173
2025 Q2	$3.95M	Buy	53,502 +49,802	+1,346%	+$4.37M	0.02%	272
2025 Q1	$289K	Buy	+3,700	New	+$382K	﹤0.01%	526
2018 Q3	–	Sell	-52,460	Closed	-$1.16M	–	523
2018 Q2	$1.16M	Hold	52,460	–	–	0.01%	328
2018 Q1	$1.36M	Hold	52,460	–	–	0.01%	323
2017 Q4	$1.28M	Hold	52,460	–	–	0.01%	340
2017 Q3	$1.21M	Hold	52,460	–	–	0.01%	339
2017 Q2	$1.29M	Hold	52,460	–	–	0.01%	322
2017 Q1	$1.24M	Hold	52,460	–	–	0.01%	331
2016 Q4	$1.16M	Hold	52,460	–	–	0.01%	333
2016 Q3	$1.01M	Hold	52,460	–	–	0.01%	344
2016 Q2	$962K	Hold	52,460	–	–	0.01%	351
2016 Q1	$979K	Hold	52,460	–	–	0.01%	342
2015 Q4	$812K	Hold	52,460	–	–	0.01%	371
2015 Q3	$678K	Hold	52,460	–	–	0.01%	390
2015 Q2	$788K	Hold	52,460	–	–	0.01%	390
2015 Q1	$858K	Hold	52,460	–	–	0.01%	379
2014 Q4	$783K	Buy	+52,460	New	+$700K	0.01%	392

Other funds holding AAON

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Luther King Capital Management (LKCM)'s AAON Position: Q2 2026 in Review

Luther King Capital Management (LKCM) reduced its Aaon (AAON) stake by 37% in Q2 2026, selling an estimated $5M and leaving 73,606 shares worth $9.34M. The position accounts for 0.04% of the portfolio, ranked #195.

Luther King Capital Management (LKCM) first reported a position in AAON in Q4 2014 and has held it in 21 quarters since. The position peaked at $10.1M in Q3 2025. 473 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

Luther King Capital Management (LKCM) held 73,606 shares of Aaon worth $9.34M as of Q2 2026.
Luther King Capital Management (LKCM) sold 42,691 Aaon shares in Q2 2026, an estimated $5M.
Aaon made up 0.04% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #195 holding.
Luther King Capital Management (LKCM) first reported a position in Aaon in Q4 2014 and has held it in 21 quarters since.
Luther King Capital Management (LKCM)'s Aaon position peaked at $10.1M in Q3 2025.
473 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.