Position in BA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,135,539
+$21,168,201 QoQ
Shares Held
111,496
+647.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#267
of 2,609 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $354,849,444 across 18 Aerospace & Defense names. BA ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIR |
Aar Corp
|
777,449 | $111,120,785 | |
| 2 | GD |
General Dynamics Corp
|
167,096 | $59,192,087 | |
| 3 | YSS |
York Space Systems Inc.
|
1,736,906 | $42,762,625 | |
| 4 | ATRO |
Astronics Corp
|
430,281 | $34,964,634 | |
| 5 | BA |
Boeing Co
This page
|
111,496 | $24,135,539 | |
| 6 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
414,717 | $20,677,789 | |
| 7 | BWXT |
BWX Technologies, Inc.
|
83,849 | $16,321,207 | |
| 8 | LMT |
Lockheed Martin Corp
|
24,263 | $12,361,027 |
All Filings in BA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,135,539 | 111,496 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,967,338 | 14,909 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,360,583 | 15,478 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,695,500 | 12,489 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,733,232 | 8,272 | Shares | Defined | 2025-10-08 | |
| 2023-12-31 | $2,226,557 | 8,542 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $2,906,060 | 15,161 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,181,282 | 10,330 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,544,153 | 7,269 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,882,376 | 20,381 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,940,064 | 16,023 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,031,462 | 29,487 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $7,858,777 | 41,038 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $11,488,929 | 57,068 | Shares | Defined | 2022-02-25 | |
| 2021-09-30 | $8,099,290 | 36,825 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $7,220,338 | 30,140 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $8,073,605 | 31,696 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $6,106,703 | 28,528 | Shares | Defined | 2021-04-13 | |
| 2020-09-30 | $3,210,340 | 19,426 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $3,561,519 | 19,430 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,582,077 | 10,608 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||