Position in ACHR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,019,343
+$285,550 QoQ
Shares Held
215,506
+51.8% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#96
of 523 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in ACHR Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $88,340,438 across 18 Aerospace & Defense names. ACHR ranks #11 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
158,962 | $30,159,859 | |
| 2 | BA |
Boeing Co
|
53,494 | $11,579,845 | |
| 3 | BWXT |
BWX Technologies, Inc.
|
59,335 | $11,549,557 | |
| 4 | GD |
General Dynamics Corp
|
26,373 | $9,342,371 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
32,865 | $7,256,591 | |
| 6 | LMT |
Lockheed Martin Corp
|
11,471 | $5,844,014 | |
| 7 | GE |
General Electric Co
|
9,881 | $3,692,825 | |
| 8 | RKLB |
Rocket Lab Corp
|
17,513 | $1,780,196 |
All Filings in ACHR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,019,343 | 215,506 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $733,793 | 141,933 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $691,230 | 91,919 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $936,876 | 97,795 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,194,639 | 110,105 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $686,640 | 96,574 | Shares | Defined | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||