Truth Social post of September 3, 2026
PostStatementPublished 09/03Open the original
Summary
President Trump disputes reports of ammunition shortages for the Iran military operation, saying munitions are being produced at levels never seen before. He says the Biden administration gave far more munitions to Ukraine and NATO free of charge than has been used in Iran.
By industry
- Defense1 trading day−0.3%p15 stocks5 trading days−0.1%p15 stocks20 trading days−5.0%p15 stocks
Day by day after the announcement
| Day | Defense stocks | S&P 500 |
|---|---|---|
| 26/09/02 | 0.0% | 0.0% |
| 26/09/03 | +0.6% | +1.0% |
| 26/09/04 | −0.5% | +0.6% |
| 26/09/08 | −0.2% | +0.1% |
| 26/09/09 | −1.7% | −0.3% |
| 26/09/10 | −1.0% | −0.9% |
| 26/09/11 | −0.9% | −0.1% |
| 26/09/14 | +0.5% | −0.5% |
| 26/09/15 | +1.3% | −0.9% |
| 26/09/16 | +0.9% | −1.1% |
| 26/09/17 | +0.9% | −0.4% |
| 26/09/18 | −0.1% | −0.3% |
| 26/09/21 | +0.5% | +1.1% |
| 26/09/22 | −2.0% | +1.1% |
| 26/09/23 | −2.0% | +0.4% |
| 26/09/24 | −2.6% | +0.2% |
| 26/09/25 | −3.2% | +0.8% |
| 26/09/28 | −4.9% | +0.0% |
| 26/09/29 | −5.2% | +0.1% |
| 26/09/30 | −5.7% | −0.1% |
| 26/10/01 | −5.2% | −0.1% |
Korean stocks in these industries
- Hanwha Aerospace 012450
- Korea Aerospace Industries 047810
- LIG Defense & Aerospace 079550
- Hyundai Rotem 064350
Trades in these industries around the announcement
Members' and insiders' trades in the industries' stocks, 30 days before to 30 days after.
- Kevin Hern
Full saleLockheed Martin
Full saleLockheed Martin
LMT
$15K–$50K
Joint
$15K–$50K
Reported 09/25
Traded 09/02
- Kevin Hern
Partial saleLockheed Martin
Partial saleLockheed Martin
LMT
$15K–$50K
Joint
$15K–$50K
Reported 09/25
Traded 09/02
- Kevin Hern
Full saleBoeing
Full saleBoeing
BA
$15K–$50K
Joint
$15K–$50K
Reported 09/01
Traded 08/13
- Kevin Hern
Full saleBoeing
Full saleBoeing
BA
$1K–$15K
Joint
$1K–$15K
Reported 09/01
Traded 08/13
- Robert K. Steel
SellGeneral Dynamics
SellGeneral Dynamics
GD
$958.6K
2,770 sh
$958.6K
Filed 09/25
Traded 09/23
- Robert K. Steel
SellGeneral Dynamics
SellGeneral Dynamics
GD
$758K
2,190 sh
$758K
Filed 09/25
Traded 09/23
- Robert K. Steel
SellGeneral Dynamics
SellGeneral Dynamics
GD
$615.9K
1,780 sh
$615.9K
Filed 09/25
Traded 09/23
- Robert K. Steel
SellGeneral Dynamics
SellGeneral Dynamics
GD
$242.1K
700 sh
$242.1K
Filed 09/25
Traded 09/23
- Deanna H. Lund
Sell10b5-1 planKratos Defense & Security Solutions
Sell10b5-1 planKratos Defense & Security Solutions
KTOS
$199.1K
4,100 sh
$199.1K
Filed 09/23
Traded 09/21
- Deanna H. Lund
Sell10b5-1 planKratos Defense & Security Solutions
Sell10b5-1 planKratos Defense & Security Solutions
KTOS
$142.4K
2,900 sh
$142.4K
Filed 09/23
Traded 09/21
- Stuart Kupinsky
Sell10b5-1 planMercury Systems
Sell10b5-1 planMercury Systems
MRCY
$86.5K
1,000 sh
$86.5K
Filed 09/23
Traded 09/21