Position in BA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,282,151
+$250,778 QoQ
Shares Held
5,923
+14.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,051
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)
Derivatives in BA
reported options exposure · as of Mar 31, 2025CallValue
$682,200
CallShares
4,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $73,555,577 across 20 Aerospace & Defense names. BA ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HONA |
Honeywell Aerospace Inc.
|
114,381 | $25,287,350 | |
| 2 | TDG |
TransDigm Group INC
|
14,451 | $19,249,310 | |
| 3 | RTX |
RTX Corp
|
48,843 | $9,266,982 | |
| 4 | GE |
General Electric Co
|
15,578 | $5,821,965 | |
| 5 | LMT |
Lockheed Martin Corp
|
5,226 | $2,662,437 | |
| 6 | GD |
General Dynamics Corp
|
6,689 | $2,369,511 | |
| 7 | BA |
Boeing Co
This page
|
5,923 | $1,282,151 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
4,506 | $1,211,483 |
All Filings in BA
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29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,282,151 | 5,923 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,031,373 | 5,182 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $862,617 | 3,973 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $717,850 | 3,326 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $600,932 | 2,868 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $414,777 | 2,432 | Shares | Sole | 2025-05-05 | |
| 2025-03-31 | $682,200 | 4,000 | Call | Sole | 2025-05-05 | |
| 2024-12-31 | $432,765 | 2,445 | Shares | Sole | 2025-02-04 | |
| 2024-12-31 | $531,000 | 3,000 | Call | Sole | 2025-02-04 | |
| 2024-09-30 | $434,530 | 2,858 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $570,601 | 3,135 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $578,970 | 3,000 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $796,837 | 3,057 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $556,447 | 2,903 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $262,471 | 1,243 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $285,505 | 1,344 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $373,741 | 1,962 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $223,271 | 1,844 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $255,529 | 1,869 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $383,383 | 2,002 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $478,738 | 2,378 | Shares | Sole | 2022-02-15 | |
| 2021-12-31 | $40,264 | 200 | Call | Sole | 2022-02-15 | |
| 2021-09-30 | $484,747 | 2,204 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $532,781 | 2,224 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $563,950 | 2,214 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $579,032 | 2,705 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $440,748 | 2,667 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $491,793 | 2,683 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $420,276 | 2,818 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||