Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s HEICO Corp HEI Stock Holding History

Luther King Capital Management (LKCM)’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
Q2 		$217K Buy
+610
New +$186K ﹤0.01% 592
2026
Q1 		– Sell
-1,415
Closed -$458K – 618
2025
Q4 		$458K Hold
1,415
– – ﹤0.01% 494
2025
Q3 		$457K Hold
1,415
– – ﹤0.01% 492
2025
Q2 		$464K Hold
1,415
– – ﹤0.01% 477
2025
Q1 		$378K Hold
1,415
– – ﹤0.01% 496
2024
Q4 		$336K Hold
1,415
– – ﹤0.01% 502
2024
Q3 		$370K Hold
1,415
– – ﹤0.01% 502
2024
Q2 		$316K Hold
1,415
– – ﹤0.01% 520
2024
Q1 		$270K Hold
1,415
– – ﹤0.01% 539
2023
Q4 		$253K Hold
1,415
– – ﹤0.01% 537
2023
Q3 		$229K Hold
1,415
– – ﹤0.01% 544
2023
Q2 		$250K Hold
1,415
– – ﹤0.01% 550
2023
Q1 		$242K Hold
1,415
– – ﹤0.01% 540
2022
Q4 		$217K Hold
1,415
– – ﹤0.01% 548
2022
Q3 		$204K Buy
+1,415
New +$212K ﹤0.01% 549
2022
Q2 		– Sell
-1,415
Closed -$217K – 612
2022
Q1 		$217K Hold
1,415
– – ﹤0.01% 580
2021
Q4 		$204K Buy
+1,415
New +$199K ﹤0.01% 602
2019
Q3 		– Sell
-5,555
Closed -$743K – 539
2019
Q2 		$743K Sell
5,555
-3,580
-39% -$398K 0.01% 360
2019
Q1 		$867K Sell
9,135
-925
-9% -$80.7K 0.01% 360
2018
Q4 		$779K Sell
10,060
-610
-6% -$50.9K 0.01% 358
2018
Q3 		$988K Sell
10,670
-298
-3% -$24.5K 0.01% 367
2018
Q2 		$800K Sell
10,968
-288
-3% -$20.9K 0.01% 374
2018
Q1 		$782K Sell
11,256
-6,752
-37% -$442K 0.01% 375
2017
Q4 		$870K Sell
18,008
-11,230
-38% -$524K 0.01% 369
2017
Q3 		$1.34M Buy
29,238
+1,439
+5% +$61.1K 0.01% 327
2017
Q2 		$1.02M Sell
27,799
-2,189
-7% -$80.6K 0.01% 344
2017
Q1 		$1.07M Buy
+29,988
New +$999K 0.01% 336

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Luther King Capital Management (LKCM) opened a new position in HEICO Corp (HEI) in Q2 2026: 610 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #592 among its holdings. This is a return to the name: Luther King Capital Management (LKCM) previously reported a position in HEI as recently as Q4 2025.

Luther King Capital Management (LKCM) first reported a position in HEI in Q1 2017 and has held it in 27 quarters since. The position peaked at $1.34M in Q3 2017. 771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Luther King Capital Management (LKCM) held 610 shares of HEICO Corp worth $217K as of Q2 2026.
  • HEICO Corp was a new Luther King Capital Management (LKCM) position in Q2 2026.
  • HEICO Corp made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #592 holding.
  • Luther King Capital Management (LKCM) first reported a position in HEICO Corp in Q1 2017 and has held it in 27 quarters since.
  • Luther King Capital Management (LKCM)'s HEICO Corp position peaked at $1.34M in Q3 2017.
  • 771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

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