Position in BA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$286,173
+$42,959 QoQ
Shares Held
1,322
+8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,959
of 2,613 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Connecticut Wealth Management, LLC holds $37,213,778 across 8 Aerospace & Defense names. BA ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
150,342 | $28,524,387 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
18,159 | $3,102,646 | |
| 3 | GE |
General Electric Co
|
8,207 | $3,067,202 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
4,307 | $950,985 | |
| 5 | HEI |
Heico Corp
|
1,557 | $554,587 | |
| 6 | GD |
General Dynamics Corp
|
1,311 | $464,408 | |
| 7 | BA |
Boeing Co
This page
|
1,322 | $286,173 | |
| 8 | LMT |
Lockheed Martin Corp
|
517 | $263,390 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,173 | 1,322 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $243,214 | 1,222 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $327,199 | 1,507 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $327,629 | 1,518 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $363,115 | 1,733 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $382,884 | 2,245 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $468,519 | 2,647 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $473,756 | 3,116 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $622,474 | 3,420 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $664,850 | 3,445 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $738,710 | 2,834 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $532,295 | 2,777 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $585,757 | 2,774 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $647,699 | 3,049 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $643,475 | 3,378 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $305,727 | 2,525 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $392,112 | 2,868 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $500,964 | 2,616 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $526,653 | 2,616 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $574,923 | 2,614 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $890,204 | 3,716 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,068,295 | 4,194 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,004,797 | 4,694 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $744,992 | 4,508 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $952,243 | 5,195 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $797,899 | 5,350 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||