Position in BA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$11,346,703
+$2,577,842 QoQ
Shares Held
52,417
+19.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#112
of 1,478 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, 2026Merit Financial Group, LLC holds $141,525,045 across 27 Aerospace & Defense names. BA ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
86,154 | $32,198,330 | |
| 2 | RTX |
RTX Corp
|
123,890 | $23,505,644 | |
| 3 | GD |
General Dynamics Corp
|
38,284 | $13,561,719 | |
| 4 | BA |
Boeing Co
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|
52,417 | $11,346,703 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
20,811 | $10,599,247 | |
| 6 | LMT |
Lockheed Martin Corp
|
18,438 | $9,393,417 | |
| 7 | AXON |
Axon Enterprise, Inc.
|
11,233 | $6,297,330 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
26,932 | $5,946,582 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,346,703 | 52,417 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $8,768,861 | 44,058 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $7,901,426 | 36,392 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $7,317,065 | 33,902 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $6,680,444 | 31,883 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,157,051 | 18,511 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $3,001,920 | 16,960 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,481,563 | 22,899 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $4,043,898 | 22,218 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,549,932 | 23,576 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,092,730 | 11,865 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,351,908 | 17,487 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,637,231 | 17,225 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,099,141 | 14,589 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $4,525,661 | 23,758 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,166,968 | 17,897 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,578,372 | 26,173 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $921,306 | 4,811 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $830,445 | 4,125 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $967,516 | 4,399 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,566,961 | 6,541 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,533,923 | 6,022 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $978,468 | 4,571 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $692,935 | 4,193 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $587,659 | 3,206 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $474,414 | 3,181 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||