Position in ACHR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,773,007
-$555,865 QoQ
Shares Held
797,676
-4.7% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#48
of 520 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in ACHR Over Time
Shares Held
Position Value (USD)
Derivatives in ACHR
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$94,600
PutShares
20,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026LPL Financial LLC holds $3,277,183,202 across 69 Aerospace & Defense names. ACHR ranks #33 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
2,846,848 | $540,132,471 | |
| 2 | GE |
General Electric Co
|
1,404,016 | $524,722,899 | |
| 3 | LMT |
Lockheed Martin Corp
|
765,707 | $390,097,088 | |
| 4 | BA |
Boeing Co
|
1,406,306 | $304,423,059 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
1,749,218 | $298,871,387 | |
| 6 | GD |
General Dynamics Corp
|
630,777 | $223,446,444 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
334,251 | $170,237,376 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
592,336 | $130,953,642 |
All Filings in ACHR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,773,007 | 797,676 | Shares | Sole | 2026-08-07 | |
| 2026-06-30 | $94,600 | 20,000 | Put | Sole | 2026-08-07 | |
| 2026-03-31 | $4,328,872 | 837,306 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $103,400 | 20,000 | Put | Sole | 2026-05-06 | |
| 2025-12-31 | $6,257,241 | 832,080 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $75,200 | 10,000 | Put | Sole | 2026-02-11 | |
| 2025-09-30 | $6,266,383 | 654,111 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,271,971 | 485,896 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,566,454 | 360,964 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,695,309 | 276,442 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $329,597 | 108,778 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $286,901 | 81,506 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $360,235 | 77,973 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $410,974 | 66,934 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $310,648 | 61,393 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $116,505 | 28,278 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $51,989 | 18,178 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $33,968 | 18,165 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $48,561 | 18,606 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $54,032 | 17,543 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||