Position in BA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,102,265
-$437,232 QoQ
Shares Held
5,092
-34.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,109
of 2,613 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $38,989,061 across 11 Aerospace & Defense names. BA ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
17,178 | $8,751,503 | |
| 2 | RTX |
RTX Corp
|
45,711 | $8,672,747 | |
| 3 | TXT |
Textron Inc
|
92,906 | $8,522,266 | |
| 4 | GE |
General Electric Co
|
19,171 | $7,164,777 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
7,347 | $1,975,313 | |
| 6 | BA |
Boeing Co
This page
|
5,092 | $1,102,265 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
4,927 | $1,087,880 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
3,332 | $569,305 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,102,265 | 5,092 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,539,497 | 7,735 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,573,251 | 7,246 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,549,227 | 7,178 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $743,412 | 3,548 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $513,696 | 3,012 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $684,459 | 3,867 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $470,107 | 3,092 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $7,979,682 | 43,842 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $8,180,653 | 42,389 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $10,757,438 | 41,270 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $7,719,912 | 40,275 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $8,226,371 | 38,958 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $8,220,403 | 38,697 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $7,154,613 | 37,559 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $4,480,202 | 37,002 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $4,989,322 | 36,493 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $6,483,424 | 33,856 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $6,450,292 | 32,040 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $6,957,142 | 31,632 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $7,471,636 | 31,189 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $7,665,034 | 30,092 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $6,136,886 | 28,669 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $4,796,506 | 29,024 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,239,447 | 28,584 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $4,215,591 | 28,266 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||