Position in CW
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$757
+$76 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#940
of 944 holders
Holding Since
Dec 2025
3 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, 2026Abound Wealth Management holds $1,382,177 across 22 Aerospace & Defense names. CW ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
2,059 | $769,510 | |
| 2 | RTX |
RTX Corp
|
1,672 | $317,228 | |
| 3 | BA |
Boeing Co
|
283 | $61,261 | |
| 4 | HWM |
Howmet Aerospace Inc.
|
226 | $60,762 | |
| 5 | DCO |
Ducommun Inc /De/
|
302 | $55,933 | |
| 6 | LMT |
Lockheed Martin Corp
|
81 | $41,266 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
61 | $31,067 | |
| 8 | MOG-A |
Moog Inc.
|
45 | $19,072 |
All Filings in CW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $757 | 1 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $681 | 1 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $551 | 1 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||