Position in IA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,964,824
-$271,171 QoQ
Shares Held
220,268
+6.8% QoQ
Ownership
1.23%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#14
of 118 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026WealthTrust Axiom LLC holds $19,521,215 across 9 Aerospace & Defense names. IA ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HWM |
Howmet Aerospace Inc.
|
23,577 | $6,338,912 | |
| 2 | IA |
Innovative Solutions & Support Inc
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|
220,268 | $3,964,824 | |
| 3 | BA |
Boeing Co
|
16,142 | $3,494,258 | |
| 4 | GE |
General Electric Co
|
6,472 | $2,418,780 | |
| 5 | MOG-A |
Moog Inc.
|
3,050 | $1,292,712 | |
| 6 | RTX |
RTX Corp
|
3,510 | $665,952 | |
| 7 | HXL |
Hexcel Corp /De/
|
5,750 | $575,345 | |
| 8 | LMT |
Lockheed Martin Corp
|
851 | $433,550 |
All Filings in IA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,964,824 | 220,268 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,235,995 | 206,332 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,317,847 | 386,370 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,042,488 | 323,658 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,596,123 | 475,225 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,941,559 | 626,639 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,425,658 | 752,419 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,894,394 | 750,674 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,572,594 | 762,099 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,609,667 | 766,348 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $6,730,118 | 788,994 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $6,027,598 | 793,105 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,511,966 | 768,754 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,654,816 | 770,411 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $6,336,847 | 770,906 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $6,812,979 | 789,453 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $7,700,565 | 1,069,523 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $9,091,244 | 1,127,946 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $7,590,182 | 1,157,040 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $8,233,982 | 1,172,932 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $7,411,967 | 1,182,132 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $7,474,423 | 1,182,662 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $7,763,057 | 1,190,653 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $8,160,742 | 1,193,091 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $6,638,420 | 1,327,684 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $4,293,050 | 1,345,784 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||