Position in CW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$322,805
+$54,444 QoQ
Shares Held
426
+8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#679
of 944 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in CW Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Cornerstone Wealth Group, LLC holds $18,998,489 across 12 Aerospace & Defense names. CW ranks #11 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
30,412 | $5,770,068 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
25,249 | $5,574,979 | |
| 3 | GE |
General Electric Co
|
6,042 | $2,258,076 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
7,847 | $1,340,738 | |
| 5 | LMT |
Lockheed Martin Corp
|
2,112 | $1,075,979 | |
| 6 | GD |
General Dynamics Corp
|
1,612 | $571,034 | |
| 7 | BA |
Boeing Co
|
2,615 | $566,069 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
1,718 | $461,901 |
All Filings in CW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,805 | 426 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $268,361 | 394 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $210,033 | 381 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||