WCM Investment Management
FLY

WCM Investment Management’s Firefly Aerospace FLY Stock Holding History

WCM Investment Management’s Portfolio FLY Stock Details FLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.79M Sell
199,300
-141,430
-42% -$5.29M 0.01% 176
2026
Q1 		$8.05M Sell
340,730
-340,611
-50% -$8.29M 0.02% 165
2025
Q4 		$15.5M Buy
681,341
+20,144
+3% +$466K 0.03% 125
2025
Q3 		$24.4M Buy
+661,197
New +$29.7M 0.05% 77

Other funds holding FLY

AIP
AE Industrial Partners Boca Raton, Florida $1.37B AUM 48.49% 1-Year Est. Return
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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

WCM Investment Management's FLY Position: Q2 2026 in Review

WCM Investment Management reduced its Firefly Aerospace (FLY) stake by 42% in Q2 2026, selling an estimated $5.29M and leaving 199,300 shares worth $5.79M. The position accounts for 0.01% of the portfolio, ranked #176.

WCM Investment Management first reported a position in FLY in Q3 2025 and has held it in 4 quarters since. The position peaked at $24.4M in Q3 2025. 269 funds tracked by Wall St. Rank hold FLY as of Q2 2026.

  • WCM Investment Management held 199,300 shares of Firefly Aerospace worth $5.79M as of Q2 2026.
  • WCM Investment Management sold 141,430 Firefly Aerospace shares in Q2 2026, an estimated $5.29M.
  • Firefly Aerospace made up 0.01% of WCM Investment Management's portfolio in Q2 2026, its #176 holding.
  • WCM Investment Management first reported a position in Firefly Aerospace in Q3 2025 and has held it in 4 quarters since.
  • WCM Investment Management's Firefly Aerospace position peaked at $24.4M in Q3 2025.
  • 269 funds tracked by Wall St. Rank held Firefly Aerospace as of Q2 2026.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.