Position in ACHR
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$12,925
-$5,875 QoQ
Shares Held
2,500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACHR Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Caldwell Trust Co holds $16,499,721 across 13 Aerospace & Defense names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
21,401 | $4,060,410 | |
| 2 | LMT |
Lockheed Martin Corp
|
6,394 | $3,257,487 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
11,143 | $2,463,494 | |
| 4 | GE |
General Electric Co
|
6,057 | $2,263,682 | |
| 5 | GD |
General Dynamics Corp
|
4,499 | $1,593,725 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
4,108 | $1,193,743 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
2,336 | $1,189,748 | |
| 8 | BA |
Boeing Co
|
858 | $185,731 |
All Filings in ACHR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,925 | 2,500 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $18,800 | 2,500 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||