Position in HEI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,561
+$819 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#874
of 916 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Lodestone Wealth Management LLC holds $1,995,248 across 18 Aerospace & Defense names. HEI ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
2,707 | $585,984 | |
| 2 | RKLB |
Rocket Lab Corp
|
3,939 | $400,399 | |
| 3 | AXON |
Axon Enterprise, Inc.
|
357 | $200,137 | |
| 4 | RTX |
RTX Corp
|
860 | $163,167 | |
| 5 | LMT |
Lockheed Martin Corp
|
308 | $156,913 | |
| 6 | GE |
General Electric Co
|
286 | $106,886 | |
| 7 | AVAV |
AeroVironment Inc
|
564 | $93,099 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
406 | $89,644 |
All Filings in HEI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,561 | 10 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,742 | 10 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,235 | 10 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||