Thomas H. Kean
Sell transaction in nVent Electric PLC $NVT.
Sell
Aerospace & Defense
Last updated
Jul 1, 2026
Based on
218 actions
Gurus considered
136
Stocks covered
124
Defense primes, aerospace systems, satellites, weapons, and mission systems. This page tracks 218 investor, Congress, and insider actions tied to Aerospace & Defense within Industrial Automation & Defense, connecting the industry classification with the people and institutions currently showing activity. It gives context from 136 gurus across 124 stocks, so the feed can be read as an industry-level signal rather than a loose list of single-stock events.
Aerospace & Defense Smart Money Notes
Carey Robert MichaelDirector
Sell $283.6K of disclosed value in Taylor Devices, Inc. $TAYD.
Sell
Schmidt James FDirector, CFO, Treasurer, Secretary
Sell $765.9K of disclosed value in Vicor Corporation $VICR.
Sell
Wheeler David LeighGC
Sell $169.6K of disclosed value in Firefly Aerospace Inc. $FLY.
Sell
Farrell Robert P.President C & C
Sell $448.4K of disclosed value in TTM Technologies, Inc. $TTMI.
Sell
Carter David MPresident, DRSS Division
Sell $139.6K of disclosed value in Kratos Defense & Security Solutions, Inc. $KTOS.
Sell
Walsh James PCOO
Sell $447.6K of disclosed value in TTM Technologies, Inc. $TTMI.
Sell
Schmidt James FDirector, CFO, Treasurer, Secretary
Sell $110.9K of disclosed value in Vicor Corporation $VICR.
Sell
Oehme Johann GabrielCTO
Sell $108.8K of disclosed value in Spire Global, Inc. $SPIR.
Sell
PRIMECAP Management
Trim transactions in WillScot Holdings Corporation $WSC, Xometry, Inc. $XMTR, TransDigm Group Inc $TDG, and Amentum Holdings, Inc. Common Stock $AMTM.
Trim
DA
David Abrams
Trim $1.8B of disclosed value in Loar Holdings Inc. $LOAR.
Trim
Sorond MariamDirector, CEO, President & Director
Sell $51.9K of disclosed value in NextNav Inc. $NN.
Sell
Donald Yacktman
Add transactions in Northrop Grumman Corp $NOC, L3Harris Technologies Inc $LHX, Teledyne Technologies Inc $TDY, and Lockheed Martin Corp $LMT.
Add
Mendoza MarieSVP & GC
Sell $80.9K of disclosed value in Kratos Defense & Security Solutions, Inc. $KTOS.
Sell
Donald Yacktman
Trim transactions in Northrop Grumman Corp $NOC, L3Harris Technologies Inc $LHX, Lockheed Martin Corp $LMT, and Teledyne Technologies Inc $TDY.
Trim
Uczekaj JohnDirector, President & COO
Sell $30.2K of disclosed value in AIRO Group Holdings, Inc. Common Stock $AIRO.
Sell
Sands Capital
Trim transactions in Axon Enterprise, Inc. $AXON, TransDigm Group Inc $TDG, and Carlisle Cos Inc $CSL.
Trim
Insley Susan BrasseCOO
Sell $16.4K of disclosed value in NextNav Inc. $NN.
Sell
Baillie Gifford
Trim transactions in Xometry, Inc. $XMTR, Rocket Lab USA, Inc. $RKLB, and WillScot Holdings Corporation $WSC.
Trim
CM
Philippe Laffont
Exit $-88.2M of disclosed value in Axon Enterprise, Inc. $AXON.
Exit
Mario Gabelli
Trim transactions in DUCOMMUN INC $DCO, Griffon Corporation $GFF, and Honeywell International Inc $HON.
Trim
Andreas Halvorsen
Trim $88.8M of disclosed value in Ralliant Corp. $RAL.
Trim
First Eagle Investments
Trim transactions in TTM Technologies, Inc. $TTMI, Kratos Defense & Security Solutions, Inc. $KTOS, and VSE Corporation - Common Stock $VSEC.
Trim
Jim Simons
Add $112.1M of disclosed value in TE Connectivity Ltd $TEL.
Add
John W. Rogers Jr.
Add transactions in nVent Electric PLC $NVT and Lockheed Martin Corp $LMT.
Add
Sands Capital
Add $324.5M of disclosed value in Carpenter Technology Corporation Common Stock $CRS.
Add
John W. Rogers Jr.
Trim transactions in Stanley Black & Decker, Inc. $SWK and Brady Corp $BRC.
Trim
Showing 181-210 of 218