Position in BA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$114,079
+$13,768 QoQ
Shares Held
527
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,327
of 2,609 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, 2026Winch Advisory Services, LLC holds $5,596,400 across 15 Aerospace & Defense names. BA ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
11,758 | $2,230,845 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
2,199 | $1,119,972 | |
| 3 | LMT |
Lockheed Martin Corp
|
1,731 | $881,875 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
3,518 | $777,759 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
1,747 | $298,492 | |
| 6 | BA |
Boeing Co
This page
|
527 | $114,079 | |
| 7 | TDG |
TransDigm Group INC
|
52 | $69,266 | |
| 8 | GD |
General Dynamics Corp
|
130 | $46,051 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,079 | 527 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $100,311 | 504 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $109,428 | 504 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $108,778 | 504 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $108,536 | 518 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $88,344 | 518 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $109,386 | 618 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $60,207 | 396 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $72,075 | 396 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $76,424 | 396 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $92,794 | 356 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $77,247 | 403 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $85,942 | 407 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $90,707 | 427 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $72,386 | 380 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $46,010 | 380 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $55,371 | 405 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $90,388 | 472 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $106,296 | 528 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $116,128 | 528 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $135,351 | 565 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $143,916 | 565 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $99,537 | 465 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $76,845 | 465 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $89,817 | 490 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $54,286 | 364 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||