Position in BA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$42,203,913
+$1,302,414 QoQ
Shares Held
212,048
+12.6% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.9955293141175582.ToString("F0")%
Shared 0.ToString("F0")%
None 99.00447068588244.ToString("F0")%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026CWM, LLC holds $350,231,420 across 61 Aerospace & Defense names. BA ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
297,986 | $84,559,487 | |
| 2 | LMT |
Lockheed Martin Corp
|
98,262 | $59,388,570 | |
| 3 | BA |
Boeing Co
This page
|
212,048 | $42,203,913 | |
| 4 | GD |
General Dynamics Corp
|
115,155 | $39,523,499 | |
| 5 | RTX |
RTX Corp
|
200,028 | $38,585,401 | |
| 6 | CW |
Curtiss Wright Corp
|
22,147 | $15,084,764 | |
| 7 | TXT |
Textron Inc
|
142,794 | $12,503,042 | |
| 8 | HII |
Huntington Ingalls Industries, Inc.
|
28,485 | $10,821,451 |
All Filings in BA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,203,913 | 212,048 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $40,901,499 | 188,382 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $32,059,388 | 148,540 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $28,800,317 | 137,452 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $23,224,475 | 136,174 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $22,124,115 | 124,995 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,036,966 | 26,552 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $4,423,389 | 24,303 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $4,774,379 | 24,739 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $5,638,336 | 21,631 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,174,407 | 21,778 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,417,678 | 20,921 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,142,809 | 19,502 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $3,197,565 | 16,786 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,993,340 | 16,463 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,001,170 | 14,637 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,347,981 | 12,261 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,805,998 | 13,938 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $3,018,695 | 12,601 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $3,209,726 | 12,601 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $2,697,370 | 12,601 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $2,082,441 | 12,601 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $2,309,763 | 12,601 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $1,879,313 | 12,601 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||