Position in BA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$60,125,967
+$4,494,830 QoQ
Shares Held
302,095
+17.9% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 53.62289039567772.ToString("F0")%
Shared 0.ToString("F0")%
None 46.37710960432228.ToString("F0")%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Focus Partners Wealth holds $693,117,921 across 29 Aerospace & Defense names. BA ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
247,406 | $149,529,712 | |
| 2 | GE |
General Electric Co
|
383,574 | $108,846,793 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
112,225 | $76,564,384 | |
| 4 | TDG |
TransDigm Group INC
|
54,843 | $63,560,843 | |
| 5 | BA |
Boeing Co
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|
302,095 | $60,125,967 | |
| 6 | GD |
General Dynamics Corp
|
134,424 | $46,137,005 | |
| 7 | BWXT |
BWX Technologies, Inc.
|
164,398 | $33,617,747 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
90,467 | $31,224,685 |
All Filings in BA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $60,125,967 | 302,095 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $55,631,137 | 256,223 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $45,982,797 | 213,051 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,153,729 | 100,958 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,135,053 | 94,606 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $15,602,727 | 88,151 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $11,184,822 | 73,565 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,351,276 | 29,401 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,317,186 | 22,370 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $18,172,693 | 69,718 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||