Position in BA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$328,399
-$30,934 QoQ
Shares Held
1,650
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 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, 2026Strategic Wealth Partners, Ltd. holds $18,869,359 across 23 Aerospace & Defense names. BA ranks #4 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
84,632 | $16,325,512 | |
| 2 | LMT |
Lockheed Martin Corp
|
1,053 | $636,422 | |
| 3 | GE |
General Electric Co
|
2,041 | $579,174 | |
| 4 | BA |
Boeing Co
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|
1,650 | $328,399 | |
| 5 | GD |
General Dynamics Corp
|
734 | $251,923 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
300 | $204,672 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
369 | $127,360 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
525 | $120,991 |
All Filings in BA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $328,399 | 1,650 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $359,333 | 1,655 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $672,957 | 3,118 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $279,722 | 1,335 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $255,765 | 1,445 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $241,591 | 1,589 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $304,684 | 1,674 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $306,854 | 1,590 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $333,384 | 1,279 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $284,836 | 1,486 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $303,225 | 1,436 | Shares | Sole | 2024-05-20 | |
| 2021-06-30 | $583,568 | 2,436 | Shares | Sole | 2021-08-25 | |
| 2021-03-31 | $623,299 | 2,447 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $532,367 | 2,487 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $418,603 | 2,533 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $472,180 | 2,576 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $336,161 | 2,254 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||