Position in BA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$288,554
-$3,821 QoQ
Shares Held
1,333
-9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,950
of 2,609 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Welch & Forbes LLC holds $269,779,346 across 12 Aerospace & Defense names. BA ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
1,069,878 | $202,987,952 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
|
139,101 | $40,421,359 | |
| 3 | GE |
General Electric Co
|
44,138 | $16,495,694 | |
| 4 | LMT |
Lockheed Martin Corp
|
8,031 | $4,091,473 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
2,968 | $1,511,632 | |
| 6 | GD |
General Dynamics Corp
|
4,121 | $1,459,823 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
4,815 | $1,063,152 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
2,757 | $741,247 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,554 | 1,333 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $292,375 | 1,469 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $318,949 | 1,469 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $317,054 | 1,469 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $322,466 | 1,539 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $262,476 | 1,539 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $330,282 | 1,866 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $253,298 | 1,666 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $303,228 | 1,666 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $532,073 | 2,757 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $723,331 | 2,775 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $607,433 | 3,169 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $561,052 | 2,657 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $594,591 | 2,799 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $626,902 | 3,291 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $221,576 | 1,830 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $255,529 | 1,869 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $357,913 | 1,869 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $367,006 | 1,823 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $398,751 | 1,813 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $410,366 | 1,713 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $443,976 | 1,743 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $373,962 | 1,747 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $363,737 | 2,201 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $416,457 | 2,272 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $690,070 | 4,627 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||