Position in BA
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$58,708,078
-$12,902,006 QoQ
Shares Held
294,971
-10.6% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.5749717768865413.ToString("F0")%
Shared 0.ToString("F0")%
None 99.42502822311346.ToString("F0")%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026NewEdge Advisors, LLC holds $228,294,773 across 41 Aerospace & Defense names. BA ranks #1 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
294,971 | $58,708,078 | |
| 2 | GE |
General Electric Co
|
151,412 | $42,966,183 | |
| 3 | LMT |
Lockheed Martin Corp
|
41,786 | $25,255,040 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
26,383 | $17,999,537 | |
| 5 | RTX |
RTX Corp
|
83,996 | $16,202,828 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
64,507 | $14,866,283 | |
| 7 | GD |
General Dynamics Corp
|
41,582 | $14,271,774 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
38,662 | $13,344,189 |
All Filings in BA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $58,708,078 | 294,971 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $71,610,084 | 329,818 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $22,800,497 | 105,641 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $17,953,578 | 85,685 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,989,022 | 82,023 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,419,863 | 64,519 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,510,743 | 55,977 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,250,985 | 56,321 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $11,208,666 | 58,079 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,450,533 | 43,929 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,754,408 | 45,672 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,135,203 | 43,262 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,312,626 | 48,546 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,024,391 | 42,125 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,615,569 | 29,861 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,228,689 | 45,558 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $9,462,589 | 49,413 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,406,606 | 31,823 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $5,076,874 | 23,083 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $4,329,567 | 18,073 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $5,632,113 | 22,111 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $3,264,843 | 15,252 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $2,633,583 | 15,936 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,531,091 | 19,264 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $2,195,191 | 14,719 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||