Position in TXT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$25,959
+$1,180 QoQ
Shares Held
283
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#658
of 782 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in TXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Spire Wealth Management holds $23,867,412 across 36 Aerospace & Defense names. TXT ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWXT |
BWX Technologies, Inc.
|
25,433 | $4,950,533 | |
| 2 | LMT |
Lockheed Martin Corp
|
7,122 | $3,628,373 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
13,362 | $3,592,506 | |
| 4 | GE |
General Electric Co
|
9,469 | $3,538,849 | |
| 5 | BA |
Boeing Co
|
9,662 | $2,091,533 | |
| 6 | RTX |
RTX Corp
|
10,351 | $1,963,895 | |
| 7 | CW |
Curtiss Wright Corp
|
936 | $709,263 | |
| 8 | GD |
General Dynamics Corp
|
1,915 | $678,369 |
All Filings in TXT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,959 | 283 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $24,779 | 283 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $25,192 | 289 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $23,488 | 278 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $22,481 | 280 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $16,978 | 235 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $18,969 | 248 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $15,058 | 170 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $20,177 | 235 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $61,299 | 639 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $47,286 | 588 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $24,145 | 309 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $20,491 | 303 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $23,590 | 334 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $27,258 | 385 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $17,011 | 292 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $31,023 | 508 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $45,818 | 616 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $56,278 | 729 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $42,374 | 607 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $49,789 | 724 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $46,995 | 838 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||