Position in BA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$683,612
+$37,163 QoQ
Shares Held
3,158
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#174
of 412 holders
Holding Since
Mar 2020
26 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)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Goelzer Investment Management, Inc. holds $33,077,085 across 9 Aerospace & Defense names. BA ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
26,274 | $13,385,552 | |
| 2 | RTX |
RTX Corp
|
56,585 | $10,735,872 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
11,788 | $2,602,790 | |
| 4 | GD |
General Dynamics Corp
|
7,183 | $2,544,505 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
4,874 | $1,416,335 | |
| 6 | BWXT |
BWX Technologies, Inc.
|
3,526 | $686,335 | |
| 7 | BA |
Boeing Co
This page
|
3,158 | $683,612 | |
| 8 | HII |
Huntington Ingalls Industries, Inc.
|
2,000 | $559,780 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $683,612 | 3,158 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $646,449 | 3,248 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $709,548 | 3,268 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $628,712 | 2,913 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $628,799 | 3,001 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $522,394 | 3,063 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $568,701 | 3,213 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $471,324 | 3,100 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $557,496 | 3,063 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $607,532 | 3,148 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $886,504 | 3,401 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $604,175 | 3,152 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $672,966 | 3,187 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $705,692 | 3,322 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $635,284 | 3,335 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $401,016 | 3,312 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $424,105 | 3,102 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $580,819 | 3,033 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $609,395 | 3,027 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $640,685 | 2,913 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $697,838 | 2,913 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $744,546 | 2,923 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $625,697 | 2,923 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,035,353 | 6,265 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,139,209 | 6,215 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $930,484 | 6,239 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||