Position in WWD
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$355,053
+$86,596 QoQ
Shares Held
992
+11.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WWD Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $14,680,507 across 18 Aerospace & Defense names. WWD ranks #11 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
16,221 | $3,129,027 | |
| 2 | GE |
General Electric Co
|
9,485 | $2,691,553 | |
| 3 | BA |
Boeing Co
|
6,784 | $1,350,216 | |
| 4 | LMT |
Lockheed Martin Corp
|
2,154 | $1,301,853 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
1,510 | $1,030,180 | |
| 6 | GD |
General Dynamics Corp
|
2,959 | $1,015,585 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
2,742 | $946,398 | |
| 8 | HII |
Huntington Ingalls Industries, Inc.
|
1,196 | $454,359 |
All Filings in WWD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $355,053 | 992 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $268,457 | 888 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $219,854 | 870 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $205,628 | 839 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||