Position in BA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$952,468
+$45,290 QoQ
Shares Held
4,400
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,177
of 2,609 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Fiduciary Group, LLC holds $28,559,520 across 10 Aerospace & Defense names. BA ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
79,536 | $15,090,365 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
14,702 | $3,250,318 | |
| 3 | GE |
General Electric Co
|
6,341 | $2,369,821 | |
| 4 | GD |
General Dynamics Corp
|
6,567 | $2,326,294 | |
| 5 | HEI |
Heico Corp
|
6,798 | $1,824,131 | |
| 6 | LMT |
Lockheed Martin Corp
|
2,295 | $1,169,210 | |
| 7 | BA |
Boeing Co
This page
|
4,400 | $952,468 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
1,357 | $691,133 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $952,468 | 4,400 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $907,178 | 4,558 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,003,311 | 4,621 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,008,141 | 4,671 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $955,666 | 4,561 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $795,274 | 4,663 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $827,121 | 4,673 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $749,253 | 4,928 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $933,529 | 5,129 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $989,845 | 5,129 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,323,892 | 5,079 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,007,661 | 5,257 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,161,168 | 5,499 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,180,473 | 5,557 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,064,839 | 5,590 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $613,754 | 5,069 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $684,010 | 5,003 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $738,424 | 3,856 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,143,497 | 5,680 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,282,250 | 5,830 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,396,634 | 5,830 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,485,017 | 5,830 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,247,969 | 5,830 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,070,884 | 6,480 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,189,800 | 6,491 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $968,067 | 6,491 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||