LWM Advisory Services’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$395K Buy
1,058
+78
+8% +$24.4K 0.71% 49
2026
Q1
$278K Buy
+980
New +$308K 0.3% 68

Other funds holding GE

LWM Advisory Services's GE Position: Q2 2026 in Review

LWM Advisory Services increased its GE Aerospace (GE) stake by 8% in Q2 2026, buying an estimated $24.4K and bringing the position to 1,058 shares worth $395K. The position accounts for 0.71% of the portfolio, ranked #49.

LWM Advisory Services first reported a position in GE in Q1 2026 and has held it in 2 quarters since. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • LWM Advisory Services held 1,058 shares of GE Aerospace worth $395K as of Q2 2026.
  • LWM Advisory Services bought 78 GE Aerospace shares in Q2 2026, an estimated $24.4K.
  • GE Aerospace made up 0.71% of LWM Advisory Services's portfolio in Q2 2026, its #49 holding.
  • LWM Advisory Services first reported a position in GE Aerospace in Q1 2026 and has held it in 2 quarters since.
  • 3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.