Position in BA
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$5,419,586
+$43,044 QoQ
Shares Held
27,230
+10.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Derivatives in BA
reported options exposure · as of Jun 30, 2024CallValue
$0
CallShares
0
PutValue
$2,347,929
PutShares
12,900
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 Mar 31, 2026Sigma Planning Corp holds $32,507,529 across 21 Aerospace & Defense names. BA ranks #1 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
27,230 | $5,419,586 | |
| 2 | GE |
General Electric Co
|
17,396 | $4,936,462 | |
| 3 | RTX |
RTX Corp
|
24,622 | $4,749,583 | |
| 4 | LMT |
Lockheed Martin Corp
|
7,363 | $4,450,123 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
6,291 | $4,291,971 | |
| 6 | GD |
General Dynamics Corp
|
7,959 | $2,731,687 | |
| 7 | PKE |
Park Aerospace Corp
|
30,072 | $823,371 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
2,279 | $786,596 |
All Filings in BA
Export CSV
36 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,419,586 | 27,230 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,376,542 | 24,763 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,548,617 | 21,075 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,441,320 | 16,424 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,557,738 | 14,997 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,636,769 | 14,897 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,326,212 | 15,300 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,137,488 | 17,238 | Shares | Sole | 2024-08-06 | |
| 2024-06-30 | $2,347,929 | 12,900 | Put | Sole | 2024-08-06 | |
| 2024-03-31 | $4,287,272 | 22,215 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,131,569 | 12,014 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $5,517,317 | 28,784 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $6,777,602 | 32,097 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $8,775,270 | 41,309 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $8,886,168 | 46,649 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $7,185,129 | 59,342 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $8,260,895 | 60,422 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $12,475,459 | 65,146 | Shares | Sole | 2022-04-20 | |
| 2022-03-31 | $306,400 | 1,600 | Call | Sole | 2022-04-20 | |
| 2021-12-31 | $13,552,661 | 67,319 | Shares | Sole | 2022-02-02 | |
| 2021-12-31 | $342,244 | 1,700 | Call | Sole | 2022-02-02 | |
| 2021-09-30 | $15,127,693 | 68,781 | Shares | Sole | 2021-10-28 | |
| 2021-09-30 | $307,916 | 1,400 | Call | Sole | 2021-10-28 | |
| 2021-06-30 | $311,428 | 1,300 | Call | Sole | 2021-08-13 | |
| 2021-06-30 | $16,978,575 | 70,874 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $433,024 | 1,700 | Call | Sole | 2021-05-06 | |
| 2021-03-31 | $203,776 | 800 | Put | Sole | 2021-05-06 | |
| 2021-03-31 | $15,521,617 | 60,936 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $663,586 | 3,100 | Call | Sole | 2021-02-09 | |
| 2020-12-31 | $11,555,386 | 53,982 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $8,352,240 | 50,540 | Shares | Sole | 2020-11-03 | |
| 2020-09-30 | $462,728 | 2,800 | Call | Sole | 2020-11-03 | |
| 2020-06-30 | $366,600 | 2,000 | Call | Sole | 2020-07-31 | |
| 2020-06-30 | $8,125,872 | 44,331 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $357,936 | 2,400 | Call | Sole | 2020-05-01 | |
| 2020-03-31 | $5,321,613 | 35,682 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||