Position in BA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,538,716
+$1,629,610 QoQ
Shares Held
53,304
+7.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#381
of 2,613 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Waverly Advisors, LLC holds $135,918,407 across 25 Aerospace & Defense names. BA ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GD |
General Dynamics Corp
|
72,813 | $25,793,277 | |
| 2 | GE |
General Electric Co
|
59,822 | $22,357,276 | |
| 3 | LMT |
Lockheed Martin Corp
|
30,129 | $15,349,520 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
58,328 | $12,895,154 | |
| 5 | BA |
Boeing Co
This page
|
53,304 | $11,538,716 | |
| 6 | RTX |
RTX Corp
|
58,406 | $11,081,370 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
22,479 | $6,043,703 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
20,703 | $6,016,084 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,538,716 | 53,304 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,909,106 | 49,787 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,174,405 | 42,255 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,900,420 | 22,705 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,333,708 | 20,683 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,209,239 | 18,817 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,053,781 | 17,253 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,834,818 | 12,068 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,048,522 | 11,255 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,248,139 | 11,649 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,212,742 | 8,489 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,574,650 | 8,215 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,712,718 | 8,111 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,721,532 | 8,104 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $1,526,776 | 8,015 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $964,523 | 7,966 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,073,661 | 7,853 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $1,496,764 | 7,816 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,581,368 | 7,855 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,719,051 | 7,816 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,872,400 | 7,816 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,924,919 | 7,557 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,617,651 | 7,557 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,375,458 | 8,323 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,525,605 | 8,323 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,240,844 | 8,320 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||