Position in WWD
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$838,967
+$128,138 QoQ
Shares Held
1,972
-0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#418
of 754 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WWD Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Plancorp, LLC holds $7,164,059 across 7 Aerospace & Defense names. WWD ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
10,332 | $2,236,568 | |
| 2 | GE |
General Electric Co
|
5,937 | $2,218,835 | |
| 3 | WWD |
Woodward, Inc.
This page
|
1,972 | $838,967 | |
| 4 | RTX |
RTX Corp
|
3,121 | $592,147 | |
| 5 | DCO |
Ducommun Inc /De/
|
3,111 | $576,188 | |
| 6 | LMT |
Lockheed Martin Corp
|
757 | $385,661 | |
| 7 | TDG |
TransDigm Group INC
|
237 | $315,693 |
All Filings in WWD
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $838,967 | 1,972 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $710,829 | 1,986 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $594,663 | 1,967 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $495,311 | 1,960 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $480,376 | 1,960 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $358,045 | 1,962 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $322,521 | 1,938 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $331,871 | 1,935 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $337,250 | 1,934 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $297,451 | 1,930 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $262,458 | 1,928 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $238,827 | 1,922 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $227,831 | 1,916 | Shares | Sole | 2023-07-26 | |
| No filing history on record for this holder in this stock. | ||||||