Position in WWD
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$10,840,211
+$886,456 QoQ
Shares Held
25,480
-8.4% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#172
of 754 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WWD Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026YHB Investment Advisors, Inc. holds $34,284,807 across 7 Aerospace & Defense names. WWD ranks #1 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WWD |
Woodward, Inc.
This page
|
25,480 | $10,840,211 | |
| 2 | RTX |
RTX Corp
|
48,845 | $9,267,361 | |
| 3 | GE |
General Electric Co
|
21,071 | $7,874,864 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
14,799 | $4,300,441 | |
| 5 | TDG |
TransDigm Group INC
|
1,024 | $1,364,008 | |
| 6 | LMT |
Lockheed Martin Corp
|
823 | $419,285 | |
| 7 | AXON |
Axon Enterprise, Inc.
|
390 | $218,637 |
All Filings in WWD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,840,211 | 25,480 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $9,953,755 | 27,810 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $8,980,113 | 29,704 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $7,576,245 | 29,980 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $7,433,579 | 30,330 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $5,540,578 | 30,361 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,000,754 | 30,049 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $5,174,285 | 30,169 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $5,168,797 | 29,641 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $4,470,250 | 29,005 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $4,125,555 | 30,306 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $8,645,762 | 69,578 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $4,162,801 | 35,008 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,381,660 | 34,730 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,929,698 | 30,325 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $2,859,663 | 35,630 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,274,330 | 35,402 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $4,401,203 | 35,235 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $2,997,562 | 27,385 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $3,015,648 | 26,640 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,951,331 | 24,018 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $2,962,431 | 24,558 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $3,075,559 | 25,307 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $2,051,053 | 25,587 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,848,249 | 23,833 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,454,377 | 24,468 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||