Position in BA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,271,111
+$77,529 QoQ
Shares Held
5,872
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,054
of 2,613 holders
Holding Since
Mar 2020
25 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, 2026Dakota Wealth Management holds $64,941,059 across 12 Aerospace & Defense names. BA ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
60,249 | $22,516,858 | |
| 2 | HWM |
Howmet Aerospace Inc.
|
64,689 | $17,392,284 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
23,099 | $6,712,338 | |
| 4 | RTX |
RTX Corp
|
26,880 | $5,099,942 | |
| 5 | LMT |
Lockheed Martin Corp
|
7,696 | $3,920,804 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
14,245 | $3,149,284 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
3,754 | $1,911,949 | |
| 8 | BA |
Boeing Co
This page
|
5,872 | $1,271,111 |
All Filings in BA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,271,111 | 5,872 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,193,582 | 5,997 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $1,606,688 | 7,400 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $2,224,991 | 10,309 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,388,136 | 6,625 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $1,536,826 | 9,011 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $1,455,294 | 8,222 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $1,579,087 | 10,386 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $1,813,001 | 9,961 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $2,456,762 | 12,730 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $2,255,230 | 8,652 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,484,369 | 7,744 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,877,211 | 8,890 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $1,352,753 | 6,368 | Shares | Other | 2023-04-14 | |
| 2022-12-31 | $1,034,359 | 5,430 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $626,588 | 5,175 | Shares | Sole | 2022-11-10 | |
| 2022-03-31 | $407,320 | 2,127 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $338,015 | 1,679 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,198,079 | 9,994 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,411,257 | 18,414 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $9,117,957 | 35,796 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $5,115,177 | 23,896 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $743,008 | 4,496 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,014,932 | 5,537 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $240,115 | 1,610 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||