Position in WWD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,323,956
+$857,115 QoQ
Shares Held
12,514
+0.3% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#233
of 753 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, 2026Sowell Financial Services LLC holds $37,673,937 across 20 Aerospace & Defense names. WWD ranks #2 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
32,447 | $7,023,802 | |
| 2 | WWD |
Woodward, Inc.
This page
|
12,514 | $5,323,956 | |
| 3 | GE |
General Electric Co
|
13,158 | $4,917,539 | |
| 4 | AXON |
Axon Enterprise, Inc.
|
8,133 | $4,559,441 | |
| 5 | RTX |
RTX Corp
|
23,282 | $4,417,293 | |
| 6 | LMT |
Lockheed Martin Corp
|
6,909 | $3,519,859 | |
| 7 | GD |
General Dynamics Corp
|
3,492 | $1,237,006 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
2,319 | $1,181,089 |
All Filings in WWD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,323,956 | 12,514 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,466,841 | 12,480 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,775,976 | 12,490 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,155,842 | 12,488 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,060,929 | 12,489 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,277,292 | 12,479 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,937,628 | 11,643 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,996,033 | 11,638 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $2,029,260 | 11,637 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,793,494 | 11,637 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,584,689 | 11,641 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,446,013 | 11,637 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,387,441 | 11,668 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,136,113 | 11,668 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,127,245 | 11,668 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $936,473 | 11,668 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,079,173 | 11,668 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,449,080 | 11,601 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,278,930 | 11,684 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,328,175 | 11,733 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,595,228 | 12,982 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,564,812 | 12,972 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,623,519 | 13,359 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,126,568 | 14,054 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,100,356 | 14,189 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $857,659 | 14,429 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||