Position in BA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$459,998
-$31,407 QoQ
Shares Held
2,125
-13.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,607
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, 2026Waldron Private Wealth LLC holds $8,021,522 across 9 Aerospace & Defense names. BA ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
15,291 | $2,901,161 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
6,331 | $1,397,884 | |
| 3 | GE |
General Electric Co
|
3,319 | $1,240,409 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
1,687 | $859,205 | |
| 5 | BA |
Boeing Co
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|
2,125 | $459,998 | |
| 6 | GD |
General Dynamics Corp
|
1,091 | $386,475 | |
| 7 | HII |
Huntington Ingalls Industries, Inc.
|
989 | $276,811 | |
| 8 | CW |
Curtiss Wright Corp
|
348 | $263,700 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,998 | 2,125 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $491,405 | 2,469 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $519,785 | 2,394 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $551,229 | 2,554 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $401,040 | 1,914 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $326,773 | 1,916 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,747,698 | 9,874 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $825,728 | 5,431 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $904,589 | 4,970 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,040,023 | 5,389 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,225,102 | 4,700 | Shares | Sole | 2024-08-29 | |
| 2023-09-30 | $862,176 | 4,498 | Shares | Sole | 2024-08-29 | |
| 2023-06-30 | $951,698 | 4,507 | Shares | Sole | 2024-08-29 | |
| 2023-03-31 | $1,400,763 | 6,594 | Shares | Sole | 2024-08-29 | |
| 2022-12-31 | $740 | 6,119 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $740,888 | 6,119 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $818,269 | 5,985 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,167,767 | 6,098 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,028,342 | 5,108 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,101,899 | 5,010 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $986,987 | 4,120 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,099,880 | 4,318 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $944,646 | 4,413 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $754,907 | 4,568 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $733,016 | 3,999 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $389,404 | 2,611 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||