Position in BA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,499,701
-$509,096 QoQ
Shares Held
47,730
+3.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Derivatives in BA
reported options exposure · as of Mar 31, 2026CallValue
$298,545
CallShares
1,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026MAI Capital Management holds $206,794,634 across 55 Aerospace & Defense names. BA ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
544,270 | $104,989,683 | |
| 2 | GE |
General Electric Co
|
121,733 | $34,544,173 | |
| 3 | LMT |
Lockheed Martin Corp
|
35,969 | $21,739,303 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
32,999 | $11,389,604 | |
| 5 | BA |
Boeing Co
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|
47,730 | $9,499,701 | |
| 6 | GD |
General Dynamics Corp
|
17,184 | $5,897,892 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
7,861 | $5,363,088 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
20,118 | $4,636,394 |
All Filings in BA
Export CSV
36 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,499,701 | 47,730 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $298,545 | 1,500 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $10,008,797 | 46,098 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $325,680 | 1,500 | Call | Sole | 2026-02-13 | |
| 2025-09-30 | $258,996 | 1,200 | Call | Sole | 2025-11-10 | |
| 2025-09-30 | $9,794,149 | 45,379 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $251,436 | 1,200 | Call | Sole | 2025-08-12 | |
| 2025-06-30 | $9,423,611 | 44,975 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $204,660 | 1,200 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $7,433,080 | 43,583 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,645,161 | 43,193 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $212,400 | 1,200 | Call | Sole | 2025-02-14 | |
| 2024-09-30 | $5,605,866 | 36,871 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $7,512,826 | 41,277 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,990,706 | 51,768 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $13,897,869 | 53,318 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $10,580,927 | 55,201 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,796,718 | 60,602 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $12,992,218 | 61,160 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $11,941,437 | 62,688 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $7,651,408 | 63,193 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $27,344 | 200 | Call | Sole | 2022-07-19 | |
| 2022-06-30 | $10,833,966 | 79,242 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $36,306,102 | 189,588 | Shares | Sole | 2022-05-10 | |
| 2022-03-31 | $38,300 | 200 | Call | Sole | 2022-05-10 | |
| 2021-12-31 | $30,549,907 | 151,748 | Shares | Sole | 2022-02-11 | |
| 2021-12-31 | $40,264 | 200 | Call | Sole | 2022-02-11 | |
| 2021-09-30 | $30,814,473 | 140,104 | Shares | Sole | 2021-11-12 | |
| 2021-09-30 | $43,988 | 200 | Call | Sole | 2021-11-12 | |
| 2021-06-30 | $47,912 | 200 | Call | Sole | 2021-07-19 | |
| 2021-06-30 | $12,917,075 | 53,920 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $13,574,028 | 53,290 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $13,266,154 | 61,974 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,074,992 | 18,607 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $4,176,307 | 22,784 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $5,414,080 | 36,302 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||