Position in BA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$13,942,616
+$2,019,525 QoQ
Shares Held
64,409
+7.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#346
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, 2026Sequoia Financial Advisors, LLC holds $328,054,908 across 31 Aerospace & Defense names. BA ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
601,888 | $114,196,210 | |
| 2 | GE |
General Electric Co
|
88,294 | $32,998,116 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
109,349 | $24,144,259 | |
| 4 | GD |
General Dynamics Corp
|
55,163 | $19,540,941 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
66,606 | $19,355,037 | |
| 6 | BA |
Boeing Co
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|
64,409 | $13,942,616 | |
| 7 | BWXT |
BWX Technologies, Inc.
|
60,999 | $11,873,455 | |
| 8 | LMT |
Lockheed Martin Corp
|
22,606 | $11,516,852 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,942,616 | 64,409 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $11,923,091 | 59,906 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $10,934,597 | 50,362 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $10,487,395 | 48,591 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $8,021,436 | 38,283 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,702,509 | 33,436 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,382,520 | 24,760 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $3,529,912 | 23,217 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,829,126 | 21,038 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $4,025,385 | 20,858 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $10,003,870 | 38,379 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $3,734,501 | 19,483 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,121,420 | 19,518 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,021,816 | 14,225 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,643,239 | 13,876 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,109,577 | 9,164 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,365,696 | 9,989 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,127,565 | 11,110 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,344,371 | 11,645 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $422,944 | 1,923 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $3,040,016 | 12,690 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,947,365 | 11,571 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,417,379 | 11,293 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,637,726 | 9,910 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,857,378 | 10,133 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $1,365,078 | 9,153 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||