Position in ACHR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$140,499
+$6,581 QoQ
Shares Held
29,704
+14.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#233
of 520 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in ACHR Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $162,361,459 across 21 Aerospace & Defense names. ACHR ranks #21 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
213,999 | $40,602,030 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
170,113 | $37,608,582 | |
| 3 | LMT |
Lockheed Martin Corp
|
36,580 | $18,636,046 | |
| 4 | GE |
General Electric Co
|
45,321 | $16,937,817 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
22,630 | $11,525,685 | |
| 6 | GD |
General Dynamics Corp
|
19,229 | $6,811,680 | |
| 7 | BA |
Boeing Co
|
31,184 | $6,750,400 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
21,252 | $6,175,618 |
All Filings in ACHR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $140,499 | 29,704 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $133,918 | 25,903 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $549,486 | 73,070 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $250,027 | 23,044 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $140,507 | 19,762 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $156,000 | 16,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $45,450 | 15,000 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $35,200 | 10,000 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $46,200 | 10,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $61,400 | 10,000 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $50,600 | 10,000 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $41,200 | 54,044 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $28,600 | 10,000 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $18,700 | 10,000 | Shares | Sole | 2023-06-12 | |
| No filing history on record for this holder in this stock. | ||||||