Position in BA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,229,766
+$109,228 QoQ
Shares Held
5,681
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,059
of 2,613 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Gradient Investments LLC holds $48,229,465 across 10 Aerospace & Defense names. BA ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
81,001 | $15,368,319 | |
| 2 | HII |
Huntington Ingalls Industries, Inc.
|
48,527 | $13,582,222 | |
| 3 | LMT |
Lockheed Martin Corp
|
12,164 | $6,197,071 | |
| 4 | EMBJ |
Embraer S.A.
|
83,533 | $5,329,405 | |
| 5 | BWXT |
BWX Technologies, Inc.
|
15,388 | $2,995,274 | |
| 6 | TXT |
Textron Inc
|
30,682 | $2,814,459 | |
| 7 | BA |
Boeing Co
This page
|
5,681 | $1,229,766 | |
| 8 | GE |
General Electric Co
|
765 | $285,903 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,229,766 | 5,681 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,120,538 | 5,630 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,125,115 | 5,182 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,151,668 | 5,336 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $990,238 | 4,726 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $940,242 | 5,513 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $957,393 | 5,409 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $855,377 | 5,626 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $561,318 | 3,084 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $593,058 | 3,073 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,880,661 | 7,215 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,350,193 | 7,044 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,492,267 | 7,067 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,456,420 | 6,856 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,705,837 | 8,955 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $1,150,623 | 9,503 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,173,467 | 8,583 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,629,282 | 8,508 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $1,710,817 | 8,498 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,863,331 | 8,472 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,897,794 | 7,922 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $1,980,957 | 7,777 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $1,261,669 | 5,894 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $974,042 | 5,894 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $1,244,240 | 6,788 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $8,003,598 | 53,665 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||