AE Wealth Management LLC

Position in WWD — Woodward, Inc.

CIK 1697723 TOPEKA, KS

Position in WWD

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,266,106

+$202,371 QoQ

Shares Held

2,976

+0.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#371

of 754 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

AE Wealth Management LLC holds $129,959,181 across 22 Aerospace & Defense names. WWD ranks #14 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	243,204	$46,143,054
2	GE	General Electric Co	108,708	$40,627,404
3	BWXT	BWX Technologies, Inc.	42,057	$8,186,368
4	BA	Boeing Co	21,298	$4,610,352
5	LMT	Lockheed Martin Corp	7,626	$3,885,120
6	GD	General Dynamics Corp	10,650	$3,772,640
7	TXT	Textron Inc	40,298	$3,696,510
8	NOC	Northrop Grumman Corp /De/	6,330	$3,223,915

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,266,106	2,976	+0.1%	Shares	Sole	2026-08-03
2026-03-31	$1,063,735	2,972	+30.5%	Shares	Sole	2026-05-13
2025-12-31	$688,380	2,277	+7.5%	Shares	Other	2026-01-26
2025-09-30	$535,238	2,118	-19.3%	Shares	Sole	2025-11-03
2025-06-30	$643,605	2,626	+1.7%	Shares	Other	2025-08-06
2025-03-31	$471,370	2,583	-1.0%	Shares	Other	2025-05-06
2024-12-31	$434,355	2,610	+17.8%	Shares	Sole	2025-02-13
2024-09-30	$379,894	2,215	-52.3%	Shares	Sole	2024-11-14
2024-06-30	$810,168	4,646	+59.4%	Shares	Other	2024-08-12
2024-03-31	$449,105	2,914	-64.0%	Shares	Other	2024-05-15
2023-12-31	$1,102,652	8,100	+17.1%	Shares	Other	2024-02-14
2023-09-30	$859,878	6,920	+16.2%	Shares	Other	2023-10-11
2023-06-30	$707,871	5,953	-3.6%	Shares	Sole	2023-07-10
2023-03-31	$601,162	6,174	-0.1%	Shares	Sole	2023-04-14
2022-12-31	$596,856	6,178	+13.6%	Shares	Sole	2023-01-31
2022-09-30	$436,453	5,438	+41.8%	Shares	Sole	2022-10-25
2022-06-30	$354,791	3,836	-20.4%	Shares	Sole	2022-08-03
2022-03-31	$602,316	4,822	-2.5%	Shares	Sole	2022-04-18
2021-12-31	$541,498	4,947	+0.1%	Shares	Sole	2022-01-20
2021-09-30	$559,660	4,944	+0.9%	Shares	Sole	2021-11-01
2021-06-30	$601,989	4,899	-8.2%	Shares	Sole	2021-07-21
2021-03-31	$643,440	5,334	-6.1%	Shares	Sole	2021-04-27
2020-12-31	$690,533	5,682	+28.1%	Shares	Sole	2021-02-01
2020-09-30	$355,669	4,437	+1.7%	Shares	Sole	2020-11-06
2020-06-30	$338,273	4,362	+3.2%	Shares	Sole	2020-08-05
2020-03-31	$251,134	4,225	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.