Position in BA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,056,373
+$216,467 QoQ
Shares Held
4,880
+15.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,129
of 2,613 holders
Holding Since
Mar 2020
12 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, 2026Baldwin Investment Management, LLC holds $16,775,138 across 7 Aerospace & Defense names. BA ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
62,019 | $11,766,864 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
7,035 | $1,553,328 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
3,740 | $1,086,806 | |
| 4 | BA |
Boeing Co
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|
4,880 | $1,056,373 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
3,855 | $658,665 | |
| 6 | LMT |
Lockheed Martin Corp
|
833 | $424,380 | |
| 7 | GE |
General Electric Co
|
612 | $228,722 |
All Filings in BA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,056,373 | 4,880 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $839,906 | 4,220 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $487,868 | 2,247 | Shares | Sole | 2026-02-13 | |
| 2023-12-31 | $582,314 | 2,234 | Shares | Sole | 2024-02-13 | |
| 2021-12-31 | $238,966 | 1,187 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $267,666 | 1,217 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $352,632 | 1,472 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $358,900 | 1,409 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $211,919 | 990 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $376,462 | 2,278 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $540,735 | 2,950 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $395,221 | 2,650 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||