Position in WWD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$850,880
+$135,040 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#415
of 754 holders
Holding Since
Jun 2020
25 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, 2026Evercore Wealth Management, LLC holds $28,475,097 across 14 Aerospace & Defense names. WWD ranks #10 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
55,024 | $10,439,703 | |
| 2 | GE |
General Electric Co
|
10,784 | $4,030,303 | |
| 3 | BA |
Boeing Co
|
10,955 | $2,371,428 | |
| 4 | LMT |
Lockheed Martin Corp
|
4,521 | $2,303,267 | |
| 5 | VOYG |
Voyager Technologies, Inc./TX
|
63,672 | $2,053,422 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
8,295 | $1,833,858 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
4,357 | $1,266,099 | |
| 8 | GD |
General Dynamics Corp
|
3,200 | $1,133,568 |
All Filings in WWD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $850,880 | 2,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $715,840 | 2,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $700,173 | 2,316 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $585,276 | 2,316 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $578,167 | 2,359 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $430,493 | 2,359 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $392,584 | 2,359 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $404,592 | 2,359 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $422,173 | 2,421 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $373,124 | 2,421 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $329,570 | 2,421 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $310,650 | 2,500 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $297,275 | 2,500 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $243,425 | 2,500 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $260,460 | 2,696 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $216,380 | 2,696 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $258,694 | 2,797 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $349,373 | 2,797 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $306,159 | 2,797 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $316,620 | 2,797 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $353,894 | 2,880 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $347,414 | 2,880 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $350,006 | 2,880 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $241,281 | 3,010 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $232,650 | 3,000 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||