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Mengis Capital Management’s AeroVironment AVAV Stock Holding History

Mengis Capital Management’s Portfolio AVAV Stock Details AVAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$521K Buy
3,155
+1,644
+109% +$294K 0.08% 165
2026
Q1 		$277K Buy
1,511
+10
+0.7% +$2.63K 0.05% 189
2025
Q4 		$363K Buy
1,501
+570
+61% +$179K 0.06% 175
2025
Q3 		$293K Buy
+931
New +$241K 0.06% 179

Other funds holding AVAV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Mengis Capital Management's AVAV Position: Q2 2026 in Review

Mengis Capital Management increased its AeroVironment (AVAV) stake by 109% in Q2 2026, buying an estimated $294K and bringing the position to 3,155 shares worth $521K. The position accounts for 0.08% of the portfolio, ranked #165.

Mengis Capital Management first reported a position in AVAV in Q3 2025 and has held it in 4 quarters since. 611 funds tracked by Wall St. Rank hold AVAV as of Q2 2026.

  • Mengis Capital Management held 3,155 shares of AeroVironment worth $521K as of Q2 2026.
  • Mengis Capital Management bought 1,644 AeroVironment shares in Q2 2026, an estimated $294K.
  • AeroVironment made up 0.08% of Mengis Capital Management's portfolio in Q2 2026, its #165 holding.
  • Mengis Capital Management first reported a position in AeroVironment in Q3 2025 and has held it in 4 quarters since.
  • 611 funds tracked by Wall St. Rank held AeroVironment as of Q2 2026.

Based on Mengis Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.