Position in CW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$272,035
+$30,919 QoQ
Shares Held
359
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#718
of 944 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CW Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026FSM Wealth Advisors, LLC holds $8,032,013 across 10 Aerospace & Defense names. CW ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
9,825 | $3,671,897 | |
| 2 | RTX |
RTX Corp
|
8,885 | $1,685,751 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
883 | $449,720 | |
| 4 | LMT |
Lockheed Martin Corp
|
822 | $418,776 | |
| 5 | TXT |
Textron Inc
|
4,559 | $418,197 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
1,406 | $408,569 | |
| 7 | CW |
Curtiss Wright Corp
This page
|
359 | $272,035 | |
| 8 | BA |
Boeing Co
|
1,152 | $249,373 |
All Filings in CW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,035 | 359 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $241,116 | 354 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $274,532 | 498 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $394,717 | 727 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $302,412 | 619 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $220,502 | 695 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $205,469 | 579 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||