Position in WWD
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,609,439
+$460,516 QoQ
Shares Held
3,783
+17.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#349
of 757 holders
Holding Since
Mar 2020
26 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, 2026Avior Wealth Management, LLC holds $17,008,473 across 12 Aerospace & Defense names. WWD ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
12,374 | $4,624,535 | |
| 2 | BA |
Boeing Co
|
14,668 | $3,175,181 | |
| 3 | RTX |
RTX Corp
|
10,707 | $2,031,439 | |
| 4 | WWD |
Woodward, Inc.
This page
|
3,783 | $1,609,439 | |
| 5 | FTAI |
FTAI Aviation Ltd.
|
4,947 | $1,338,311 | |
| 6 | LMT |
Lockheed Martin Corp
|
2,033 | $1,035,732 | |
| 7 | AXON |
Axon Enterprise, Inc.
|
1,800 | $1,009,098 | |
| 8 | RKLB |
Rocket Lab Corp
|
5,665 | $575,847 |
All Filings in WWD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,609,439 | 3,783 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,148,923 | 3,210 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $680,220 | 2,250 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $969,142 | 3,835 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $939,920 | 3,835 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $79,383 | 435 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $771,523 | 4,636 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $863,552 | 5,035 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $703,623 | 4,035 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $731,761 | 4,748 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $517,294 | 3,800 | Shares | Other | 2024-01-30 | |
| 2023-09-30 | $509,466 | 4,100 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $487,531 | 4,100 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $399,217 | 4,100 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $396,101 | 4,100 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $329,066 | 4,100 | Shares | Other | 2022-10-26 | |
| 2022-06-30 | $379,209 | 4,100 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $412,203 | 3,300 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $421,421 | 3,850 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $435,820 | 3,850 | Shares | Other | 2021-11-02 | |
| 2021-06-30 | $491,520 | 4,000 | Shares | Other | 2021-07-27 | |
| 2021-03-31 | $289,512 | 2,400 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $291,672 | 2,400 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $224,448 | 2,800 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $255,915 | 3,300 | Shares | Other | 2020-07-02 | |
| 2020-03-31 | $219,928 | 3,700 | Shares | Other | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||