Position in BA
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$2,006,421
-$100,511 QoQ
Shares Held
10,081
+3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Anchor Investment Management, LLC holds $16,251,606 across 17 Aerospace & Defense names. BA ranks #4 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
11,775 | $3,341,391 | |
| 2 | RTX |
RTX Corp
|
15,357 | $2,962,365 | |
| 3 | LMT |
Lockheed Martin Corp
|
4,087 | $2,470,141 | |
| 4 | BA |
Boeing Co
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|
10,081 | $2,006,421 | |
| 5 | GD |
General Dynamics Corp
|
4,498 | $1,543,803 | |
| 6 | TDG |
TransDigm Group INC
|
1,280 | $1,483,468 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
1,465 | $999,481 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
2,583 | $891,522 |
All Filings in BA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,006,421 | 10,081 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,106,932 | 9,704 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $2,027,722 | 9,395 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,097,099 | 5,236 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $922,846 | 5,411 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $948,897 | 5,361 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $809,004 | 5,321 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $964,835 | 5,301 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $1,042,338 | 5,401 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,421,639 | 5,454 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $1,058,840 | 5,524 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $1,177,005 | 5,574 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $1,184,084 | 5,574 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $1,118,938 | 5,874 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $676,837 | 5,590 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $771,237 | 5,641 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $1,080,251 | 5,641 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $1,135,646 | 5,641 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $1,244,200 | 5,657 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $1,343,212 | 5,607 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $1,428,215 | 5,607 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $1,256,960 | 5,872 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $971,728 | 5,880 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $1,116,113 | 6,089 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $1,720,479 | 11,536 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||