Position in BA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$73,642,661
+$66,265,905 QoQ
Shares Held
340,198
+15.3% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#139
of 2,613 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026NewEdge Advisors, LLC holds $312,936,020 across 55 Aerospace & Defense names. BA ranks #1 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
340,198 | $73,642,661 | |
| 2 | GE |
General Electric Co
|
155,056 | $57,949,078 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
190,322 | $42,076,387 | |
| 4 | LMT |
Lockheed Martin Corp
|
41,792 | $21,291,352 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
70,463 | $18,944,682 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
99,886 | $17,066,521 | |
| 7 | RTX |
RTX Corp
|
82,703 | $15,691,240 | |
| 8 | GD |
General Dynamics Corp
|
42,991 | $15,229,131 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,642,661 | 340,198 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,376,756 | 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. | ||||||