Position in WWD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$459,475
+$91,176 QoQ
Shares Held
1,080
+5.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#495
of 754 holders
Holding Since
Sep 2024
8 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, 2026Summit Financial, LLC holds $65,396,148 across 23 Aerospace & Defense names. WWD ranks #15 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
72,544 | $15,703,599 | |
| 2 | GE |
General Electric Co
|
26,872 | $10,042,872 | |
| 3 | RTX |
RTX Corp
|
46,509 | $8,824,152 | |
| 4 | EMBJ |
Embraer S.A.
|
79,380 | $5,064,444 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
27,493 | $4,697,453 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
13,417 | $2,966,230 | |
| 7 | LMT |
Lockheed Martin Corp
|
5,797 | $2,953,339 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
5,547 | $2,825,142 |
All Filings in WWD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,475 | 1,080 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $368,299 | 1,029 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $345,551 | 1,143 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $304,515 | 1,205 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $301,215 | 1,229 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $234,682 | 1,286 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $220,340 | 1,324 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $213,186 | 1,243 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||