Position in GE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,821,965
+$1,340,670 QoQ
Shares Held
15,578
-1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#762
of 3,420 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $73,555,577 across 20 Aerospace & Defense names. GE ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HONA |
Honeywell Aerospace Inc.
|
114,381 | $25,287,350 | |
| 2 | TDG |
TransDigm Group INC
|
14,451 | $19,249,310 | |
| 3 | RTX |
RTX Corp
|
48,843 | $9,266,982 | |
| 4 | GE |
General Electric Co
This page
|
15,578 | $5,821,965 | |
| 5 | LMT |
Lockheed Martin Corp
|
5,226 | $2,662,437 | |
| 6 | GD |
General Dynamics Corp
|
6,689 | $2,369,511 | |
| 7 | BA |
Boeing Co
|
5,923 | $1,282,151 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
4,506 | $1,211,483 |
All Filings in GE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,821,965 | 15,578 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $4,481,295 | 15,792 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $4,463,354 | 14,490 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $3,883,285 | 12,909 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $3,352,246 | 13,024 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $2,605,351 | 13,017 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $2,012,154 | 12,064 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $2,433,624 | 12,905 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $1,716,716 | 10,799 | Shares | Other | 2024-08-01 | |
| 2024-03-31 | $1,896,600 | 10,805 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $1,346,240 | 10,548 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,094,333 | 9,899 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $654,706 | 5,960 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $553,810 | 5,793 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $499,723 | 5,964 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $392,695 | 6,343 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $401,885 | 6,312 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $579,743 | 6,336 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $679,522 | 7,193 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $679,173 | 6,592 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $710,540 | 52,789 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $703,768 | 53,600 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $608,796 | 56,370 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $389,755 | 62,561 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $432,755 | 63,361 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $507,270 | 63,888 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||