Position in HEI
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$21,635
New position
Shares Held
101
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Western Wealth Management, LLC holds $23,281,398 across 14 Aerospace & Defense names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
20,097 | $7,510,851 | |
| 2 | LMT |
Lockheed Martin Corp
|
5,478 | $2,790,821 | |
| 3 | RTX |
RTX Corp
|
13,067 | $2,479,201 | |
| 4 | BA |
Boeing Co
|
11,034 | $2,388,529 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
13,254 | $2,264,578 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
2,769 | $1,410,278 | |
| 7 | BWXT |
BWX Technologies, Inc.
|
6,254 | $1,217,341 | |
| 8 | GD |
General Dynamics Corp
|
2,308 | $817,585 |
All Filings in HEI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HEI-A | $20,264 | 96 | Shares | Sole | 2026-05-19 | |
| 2026-03-31 | $1,371 | 5 | Shares | Sole | 2026-05-19 | |
| No filing history on record for this holder in this stock. | ||||||