Position in BA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$6,883,054
-$279,951 QoQ
Shares Held
34,583
+4.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $23,699,356 across 14 Aerospace & Defense names. BA ranks #1 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
34,583 | $6,883,054 | |
| 2 | GE |
General Electric Co
|
14,712 | $4,174,824 | |
| 3 | RTX |
RTX Corp
|
20,590 | $3,971,811 | |
| 4 | LMT |
Lockheed Martin Corp
|
5,967 | $3,606,395 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
2,038 | $1,390,405 | |
| 6 | RKLB |
Rocket Lab Corp
|
17,693 | $1,136,244 | |
| 7 | GD |
General Dynamics Corp
|
2,205 | $756,800 | |
| 8 | CW |
Curtiss Wright Corp
|
893 | $608,240 |
All Filings in BA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,883,054 | 34,583 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,163,005 | 32,991 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,277,140 | 33,717 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,932,213 | 28,312 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,623,715 | 32,974 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,882,949 | 33,237 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,989,800 | 32,819 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,270,244 | 34,450 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,558,958 | 33,986 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $4,987,468 | 19,134 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,336,573 | 17,407 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,937,500 | 18,647 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,830,112 | 18,030 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,418,270 | 12,695 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,771,037 | 14,627 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,408,049 | 17,613 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,261,998 | 11,812 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,716,051 | 8,524 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,046,981 | 9,307 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,435,922 | 5,994 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,366,063 | 5,363 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,043,970 | 4,877 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $735,076 | 4,448 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $581,061 | 3,170 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $419,978 | 2,816 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||