waypoint wealth counsel

Position in TXT — Textron Inc

CIK 1807909 ATLANTA, GA

Position in TXT

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$321,082

-$77,110 QoQ

Shares Held

3,667

-19.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

waypoint wealth counsel holds $853,871 across 3 Aerospace & Defense names.

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp	755	$384,641
2	GD	General Dynamics Corp	680	$240,882
3	GE	General Electric Co	611	$228,348

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$321,082	3,667	-19.7%	Shares	Sole	2026-04-23
2025-12-31	$398,192	4,568	+47.3%	Shares	Sole	2026-01-28
2025-09-30	$262,087	3,102	—	Shares	Sole	2025-10-20
No filing history on record for this holder in this stock.