Position in WWD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$526,694
-$16,628 QoQ
Shares Held
1,238
-18.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#478
of 754 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in WWD Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $19,353,101 across 20 Aerospace & Defense names. WWD ranks #10 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HWM |
Howmet Aerospace Inc.
|
15,027 | $4,040,159 | |
| 2 | GE |
General Electric Co
|
10,589 | $3,957,426 | |
| 3 | GD |
General Dynamics Corp
|
5,121 | $1,814,063 | |
| 4 | LMT |
Lockheed Martin Corp
|
2,853 | $1,453,489 | |
| 5 | BA |
Boeing Co
|
6,597 | $1,428,052 | |
| 6 | RTX |
RTX Corp
|
4,801 | $910,893 | |
| 7 | TXT |
Textron Inc
|
9,826 | $901,338 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
1,203 | $674,413 |
All Filings in WWD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526,694 | 1,238 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $543,322 | 1,518 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $392,109 | 1,297 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||