Position in CW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,500,608
-$45,418 QoQ
Shares Held
3,300
-11.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#340
of 944 holders
Holding Since
Dec 2020
23 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, 2026Legacy Wealth Asset Management, LLC holds $12,299,182 across 14 Aerospace & Defense names. CW ranks #1 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CW |
Curtiss Wright Corp
This page
|
3,300 | $2,500,608 | |
| 2 | EMBJ |
Embraer S.A.
|
20,848 | $1,330,102 | |
| 3 | BA |
Boeing Co
|
5,494 | $1,189,286 | |
| 4 | RTX |
RTX Corp
|
5,591 | $1,060,780 | |
| 5 | BWXT |
BWX Technologies, Inc.
|
5,227 | $1,017,435 | |
| 6 | CAE |
Cae Inc
|
30,783 | $771,421 | |
| 7 | GD |
General Dynamics Corp
|
2,170 | $768,700 | |
| 8 | LMT |
Lockheed Martin Corp
|
1,497 | $762,661 |
All Filings in CW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,500,608 | 3,300 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,546,026 | 3,738 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,050,173 | 3,719 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,264,602 | 4,171 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,181,375 | 4,465 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,613,952 | 5,087 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,955,333 | 5,510 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,932,368 | 5,879 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,318,588 | 4,866 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,235,422 | 4,827 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,012,580 | 4,545 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $890,116 | 4,550 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $738,864 | 4,023 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $717,554 | 4,071 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $699,521 | 4,189 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $821,878 | 5,906 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $737,026 | 5,581 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $841,796 | 5,606 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $663,397 | 4,784 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $599,859 | 4,754 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $563,991 | 4,749 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $572,956 | 4,831 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $284,243 | 2,443 | Shares | Sole | 2021-03-25 | |
| No filing history on record for this holder in this stock. | ||||||