Position in TDG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$21,312
New position
Shares Held
16
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,006
of 1,142 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $27,317,626 across 25 Aerospace & Defense names. TDG ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXON |
Axon Enterprise, Inc.
|
19,839 | $11,121,941 | |
| 2 | BA |
Boeing Co
|
19,103 | $4,135,226 | |
| 3 | GE |
General Electric Co
|
9,517 | $3,556,788 | |
| 4 | RTX |
RTX Corp
|
13,818 | $2,621,689 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
8,888 | $2,389,627 | |
| 6 | LMT |
Lockheed Martin Corp
|
2,447 | $1,246,648 | |
| 7 | AIR |
Aar Corp
|
5,000 | $714,650 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
2,349 | $518,659 |
All Filings in TDG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,312 | 16 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||