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Montgomery Investment Management’s GE Aerospace GE Stock Holding History

Montgomery Investment 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
Q2 		$827K Hold
2,212
– – 0.25% 62
2026
Q1 		$628K Hold
2,212
– – 0.21% 64
2025
Q4 		$681K Hold
2,212
– – 0.25% 56
2025
Q3 		$665K Hold
2,212
– – 0.23% 58
2025
Q2 		$569K Hold
2,212
– – 0.22% 61
2025
Q1 		$443K Hold
2,212
– – 0.18% 64
2024
Q4 		$369K Hold
2,212
– – 0.15% 71
2024
Q3 		$417K Hold
2,212
– – 0.15% 65
2024
Q2 		$352K Sell
2,212
-560
-20% -$89.4K 0.14% 67
2024
Q1 		$388K Sell
2,772
-35
-1% -$4.13K 0.15% 64
2023
Q4 		$286K Hold
2,807
– – 0.09% 79
2023
Q3 		$248K Sell
2,807
-359
-11% -$32.3K 0.09% 80
2023
Q2 		$278K Hold
3,166
– – 0.09% 75
2023
Q1 		$242K Sell
3,166
-890
-22% -$59.5K 0.09% 74
2022
Q4 		$212K Buy
+4,056
New +$199K 0.08% 79
2022
Q2 		– Sell
-4,257
Closed -$243K – 81
2022
Q1 		$243K Hold
4,257
– – 0.08% 77
2021
Q4 		$251K Hold
4,257
– – 0.08% 76
2021
Q3 		$273K Sell
4,257
-2
-0% -$129 0.1% 75
2021
Q2 		$286K Sell
4,259
-602
-12% -$40.2K 0.11% 74
2021
Q1 		$318K Hold
4,861
– – 0.12% 71
2020
Q4 		$262K Hold
4,861
– – 0.12% 75
2020
Q3 		$151K Sell
4,861
-1,565
-24% -$50.9K 0.08% 77
2020
Q2 		$218K Sell
6,426
-1,405
-18% -$47.4K 0.12% 78
2020
Q1 		$309K Sell
7,831
-40
-0.5% -$2.13K 0.2% 62
2019
Q4 		$438K Hold
7,871
– – 0.18% 69
2019
Q3 		$350K Hold
7,871
– – 0.15% 78
2019
Q2 		$412K Sell
7,871
-722
-8% -$35.5K 0.18% 71
2019
Q1 		$428K Sell
8,593
-449
-5% -$21.1K 0.19% 69
2018
Q4 		$328K Sell
9,042
-668
-7% -$30.2K 0.17% 72
2018
Q3 		$525K Sell
9,710
-62
-0.6% -$3.82K 0.22% 65
2018
Q2 		$637K Sell
9,772
-146
-1% -$9.74K 0.26% 57
2018
Q1 		$641K Buy
9,918
+208
+2% +$15.4K 0.27% 55
2017
Q4 		$813K Sell
9,710
-119
-1% -$11.4K 0.33% 51
2017
Q3 		$1.14M Hold
9,829
– – 0.51% 46
2017
Q2 		$1.27M Buy
9,829
+54
+0.6% +$7.4K 0.58% 42
2017
Q1 		$1.4M Hold
9,775
– – 0.6% 37
2016
Q4 		$1.48M Buy
9,775
+418
+4% +$60.7K 0.64% 38
2016
Q3 		$1.33M Sell
9,357
-209
-2% -$31.2K 0.62% 39
2016
Q2 		$1.44M Sell
9,566
-178
-2% -$26K 0.7% 37
2016
Q1 		$1.49M Sell
9,744
-205
-2% -$28.9K 0.85% 32
2015
Q4 		$1.49M Buy
9,949
+209
+2% +$29.7K 0.84% 30
2015
Q3 		$1.18M Hold
9,740
– – 0.69% 36
2015
Q2 		$1.24M Buy
9,740
+527
+6% +$68.3K 0.63% 38
2015
Q1 		$1.09M Hold
9,213
– – 0.55% 42
2014
Q4 		$1.12M Buy
9,213
+2,191
+31% +$269K 0.53% 42
2014
Q3 		$862K Sell
7,022
-104
-1% -$13K 0.59% 41
2014
Q2 		$897K Sell
7,126
-689
-9% -$87.6K 0.69% 34
2014
Q1 		$970K Sell
7,815
-438
-5% -$54.1K 0.79% 30
2013
Q4 		$1.11M Sell
8,253
-11,957
-59% -$1.51M 0.9% 30
2013
Q3 		$2.31M Sell
20,210
-448
-2% -$51.4K 1.26% 26
2013
Q2 		$2.3M Buy
+20,658
New +$2.29M 1.26% 27

Other funds holding GE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Montgomery Investment Management's GE Position: Q2 2026 in Review

Montgomery Investment Management held its GE Aerospace (GE) position steady in Q2 2026 at 2,212 shares worth $827K. The position accounts for 0.25% of the portfolio, ranked #62.

Montgomery Investment Management first reported a position in GE in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.31M in Q3 2013. 600 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Montgomery Investment Management held 2,212 shares of GE Aerospace worth $827K as of Q2 2026.
  • Montgomery Investment Management left its GE Aerospace share count unchanged in Q2 2026.
  • GE Aerospace made up 0.25% of Montgomery Investment Management's portfolio in Q2 2026, its #62 holding.
  • Montgomery Investment Management first reported a position in GE Aerospace in Q2 2013 and has held it in 51 quarters since.
  • Montgomery Investment Management's GE Aerospace position peaked at $2.31M in Q3 2013.
  • 600 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.