Position in BA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$319,076
+$56,755 QoQ
Shares Held
1,474
+11.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,865
of 2,609 holders
Holding Since
Mar 2020
22 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, 2026Smith Salley Wealth Management holds $94,406,360 across 12 Aerospace & Defense names. BA ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
214,007 | $40,603,548 | |
| 2 | CW |
Curtiss Wright Corp
|
33,248 | $25,194,004 | |
| 3 | TDG |
TransDigm Group INC
|
9,148 | $12,185,501 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
21,033 | $10,712,317 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
7,323 | $2,127,990 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
6,836 | $1,509,388 | |
| 7 | GE |
General Electric Co
|
1,808 | $675,703 | |
| 8 | GD |
General Dynamics Corp
|
1,124 | $398,165 |
All Filings in BA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,076 | 1,474 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $262,321 | 1,318 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $300,276 | 1,383 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $214,319 | 993 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $208,063 | 993 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $207,047 | 1,214 | Shares | Sole | 2025-04-25 | |
| 2024-06-30 | $215,681 | 1,185 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $265,168 | 1,374 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $419,923 | 1,611 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $304,387 | 1,588 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $318,218 | 1,507 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $281,469 | 1,325 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $252,399 | 1,325 | Shares | Sole | 2023-02-03 | |
| 2022-03-31 | $265,227 | 1,385 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $359,356 | 1,785 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $429,982 | 1,955 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $481,755 | 2,011 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $498,232 | 1,956 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $384,023 | 1,794 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $298,129 | 1,804 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $343,687 | 1,875 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,476,187 | 9,898 | Shares | Other | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||