Position in CW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$853,995
+$91,141 QoQ
Shares Held
1,127
+0.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#490
of 944 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in CW Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $17,450,977 across 16 Aerospace & Defense names. CW ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
18,176 | $3,934,558 | |
| 2 | RTX |
RTX Corp
|
15,525 | $2,945,558 | |
| 3 | GE |
General Electric Co
|
6,915 | $2,584,342 | |
| 4 | GD |
General Dynamics Corp
|
6,121 | $2,168,303 | |
| 5 | CW |
Curtiss Wright Corp
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|
1,127 | $853,995 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
2,581 | $750,012 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
2,475 | $665,428 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
1,142 | $581,632 |
All Filings in CW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $853,995 | 1,127 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $762,854 | 1,120 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $571,666 | 1,037 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $481,044 | 886 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $374,229 | 766 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $249,374 | 786 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $216,825 | 611 | Shares | Defined | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||