Position in BA
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$2,654,662
+$62,901 QoQ
Shares Held
13,338
+11.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Derivatives in BA
reported options exposure · as of Jun 30, 2021CallValue
$143,736
CallShares
600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026RITHOLTZ WEALTH MANAGEMENT holds $50,951,979 across 25 Aerospace & Defense names. BA ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
47,344 | $9,132,657 | |
| 2 | GE |
General Electric Co
|
27,144 | $7,702,652 | |
| 3 | GD |
General Dynamics Corp
|
17,312 | $5,941,824 | |
| 4 | LMT |
Lockheed Martin Corp
|
8,820 | $5,330,719 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
9,934 | $3,428,720 | |
| 6 | CW |
Curtiss Wright Corp
|
4,082 | $2,780,331 | |
| 7 | BA |
Boeing Co
This page
|
13,338 | $2,654,662 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
3,748 | $2,557,035 |
All Filings in BA
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,654,662 | 13,338 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,591,761 | 11,937 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,458,519 | 11,391 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,251,609 | 10,746 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,716,074 | 10,062 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $875,265 | 4,945 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $796,689 | 5,240 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,088,419 | 5,980 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,367,334 | 7,085 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,826,444 | 7,007 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,274,096 | 6,647 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,486,777 | 7,041 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,487,859 | 7,004 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,227,327 | 6,443 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $812,204 | 6,708 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $712,447 | 5,211 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,182,321 | 6,174 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,079,880 | 5,364 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,137,749 | 5,173 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $143,736 | 600 | Call | Sole | 2021-07-20 | |
| 2021-06-30 | $1,233,494 | 5,149 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $203,776 | 800 | Call | Sole | 2021-05-12 | |
| 2021-03-31 | $1,136,305 | 4,461 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $905,259 | 4,229 | Shares | Sole | 2021-01-19 | |
| 2020-12-31 | $128,436 | 600 | Call | Sole | 2021-01-19 | |
| 2020-09-30 | $463,058 | 2,802 | Shares | Sole | 2020-10-23 | |
| 2020-09-30 | $33,052 | 200 | Call | Sole | 2020-10-23 | |
| 2020-06-30 | $515,073 | 2,810 | Shares | Sole | 2020-07-15 | |
| 2020-06-30 | $18,330 | 100 | Call | Sole | 2020-07-15 | |
| 2020-03-31 | $276,207 | 1,852 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||