Position in CW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,032,770
-$1,070,514 QoQ
Shares Held
9,281
-22.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#248
of 944 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CW Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $28,950,539 across 9 Aerospace & Defense names. CW ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
22,482 | $8,402,197 | |
| 2 | CW |
Curtiss Wright Corp
This page
|
9,281 | $7,032,770 | |
| 3 | GD |
General Dynamics Corp
|
15,557 | $5,510,911 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
13,135 | $2,900,208 | |
| 5 | TDG |
TransDigm Group INC
|
1,257 | $1,674,373 | |
| 6 | HII |
Huntington Ingalls Industries, Inc.
|
5,795 | $1,621,962 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
2,014 | $1,025,749 | |
| 8 | LMT |
Lockheed Martin Corp
|
1,066 | $543,084 |
All Filings in CW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,032,770 | 9,281 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $8,103,284 | 11,897 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $10,280,633 | 18,649 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $11,716,102 | 21,579 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $11,193,656 | 22,912 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $8,827,720 | 27,824 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $9,565,165 | 26,954 | Shares | Other | 2025-01-29 | |
| 2024-09-30 | $9,314,745 | 28,339 | Shares | Sole | 2024-10-30 | |
| 2020-12-31 | $5,199,565 | 44,689 | Shares | Other | 2021-02-08 | |
| 2020-09-30 | $4,179,819 | 44,819 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $3,555,307 | 39,822 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,662,300 | 39,631 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||