Position in BA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$9,213,829
-$1,335,955 QoQ
Shares Held
42,564
-19.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#419
of 2,609 holders
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 Jun 30, 2026NWAM LLC holds $29,482,918 across 11 Aerospace & Defense names. BA ranks #1 (31.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
42,564 | $9,213,829 | |
| 2 | RTX |
RTX Corp
|
27,340 | $5,187,218 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
19,779 | $4,367,203 | |
| 4 | PL |
Planet Labs PBC
|
130,950 | $4,338,373 | |
| 5 | GE |
General Electric Co
|
5,997 | $2,241,258 | |
| 6 | LMT |
Lockheed Martin Corp
|
2,543 | $1,295,556 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
4,673 | $798,428 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
2,492 | $724,150 |
All Filings in BA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,213,829 | 42,564 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $10,549,784 | 53,006 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $10,805,628 | 49,768 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $10,442,502 | 48,383 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $11,017,506 | 52,582 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $8,238,076 | 48,303 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,664,785 | 20,705 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,898,642 | 19,065 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $4,417,927 | 22,892 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $10,607,819 | 40,696 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,939,401 | 25,769 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $5,213,751 | 24,691 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,121,779 | 19,403 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,109,894 | 26,825 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,366,024 | 27,800 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,667,240 | 26,823 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,990,873 | 26,062 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,118,114 | 30,390 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $5,826,210 | 26,490 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $6,321,748 | 26,389 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $6,006,552 | 23,581 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $5,290,706 | 24,716 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $3,937,650 | 23,827 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $4,171,358 | 22,757 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $3,457,065 | 23,180 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||