Position in IR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$628,207
+$63,922 QoQ
Shares Held
7,662
+8.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#429
of 885 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Athena Wealth Management, LLC holds $930,326 across 2 Specialty Industrial Machinery names. IR ranks #1 (67.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IR |
Ingersoll Rand Inc.
This page
|
7,662 | $628,207 | |
| 2 | ETN |
Eaton Corp plc
|
709 | $302,119 |
All Filings in IR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $628,207 | 7,662 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $564,285 | 7,043 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $361,718 | 4,566 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||