Aerospace & Defense

Last updated: Jul 20, 2026
Based on: 208 actions
Gurus considered: 125
Stocks covered: 124

Defense primes, aerospace systems, satellites, weapons, and mission systems. This page tracks 208 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 125 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

Carter David MPresident, DRSS Division

Sell $139.6K of disclosed value in Kratos Defense & Security Solutions, Inc. $KTOS.

KTOSInsider TradesIndustrialsAerospace & Defense

Sell

Farrell Robert P.President C, C

Sell $448.4K of disclosed value in TTM Technologies, Inc. $TTMI.

TTMIInsider TradesTechnologyHardware, Equipment & Parts

Sell

PRIMECAP Management

Add transactions in Moog Inc. $MOG-A, Curtiss-Wright Corp $CW, Honeywell International Inc $HON, Parsons Corporation $PSN, AMETEK Inc $AME, and 1 more.

Top InvestorsIndustrialsElectrical Equipment & Parts

Add

Schmidt James FDirector, CFO, Treasurer, Secretary

Sell $110.9K of disclosed value in Vicor Corporation $VICR.

VICRInsider TradesTechnologyHardware, Equipment & Parts

Sell

Ken FisherFisher Asset Management

Add transactions in Mercury Systems, Inc. $MRCY, ATI Inc. $ATI, Carpenter Technology Corporation Common Stock $CRS, Northrop Grumman Corporation $NOC, V2X, Inc. $VVX, and 1 more.

Top InvestorsIndustrialsAerospace & Defense

Add

Oehme Johann GabrielCTO

Sell $108.8K of disclosed value in Spire Global, Inc. $SPIR.

SPIRInsider TradesIndustrialsSpecialty Business Services

Sell

Tom GaynerMarkel

Add transactions in Lockheed Martin Corp $LMT, Hexcel Corporation $HXL $HXL, General Dynamics Corp $GD, and Huntington Ingalls Industries, Inc. $HII.

Top InvestorsIndustrialsAerospace & Defense

Add

David AbramsAbrams Capital

Trim $1.8B of disclosed value in Loar Holdings Inc. $LOAR.

LOARTop InvestorsIndustrialsAerospace & Defense

Trim

PRIMECAP Management

Trim transactions in WillScot Holdings Corporation $WSC, Xometry, Inc. $XMTR, TransDigm Group Incorporated $TDG, and Amentum Holdings, Inc. Common Stock $AMTM.

Top InvestorsIndustrialsAerospace & Defense

Trim

Mendoza MarieSVP, GC

Sell $80.9K of disclosed value in Kratos Defense & Security Solutions, Inc. $KTOS.

KTOSInsider TradesIndustrialsAerospace & Defense

Sell

Donald YacktmanYacktman Asset Management

Add transactions in Northrop Grumman Corporation $NOC, L3Harris Technologies Inc (1) $LHX, Teledyne Technologies Inc $TDY, and Lockheed Martin Corp $LMT.