Position in BA
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$20,408,138
-$802,749 QoQ
Shares Held
102,538
+5.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $220,015,136 across 55 Aerospace & Defense names. BA ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
208,779 | $40,273,469 | |
| 2 | LMT |
Lockheed Martin Corp
|
56,955 | $34,423,032 | |
| 3 | GE |
General Electric Co
|
102,753 | $29,158,218 | |
| 4 | BA |
Boeing Co
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|
102,538 | $20,408,138 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
56,005 | $19,330,125 | |
| 6 | GD |
General Dynamics Corp
|
54,198 | $18,601,837 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
13,703 | $9,348,734 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
20,712 | $8,796,179 |
All Filings in BA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,408,138 | 102,538 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $21,210,887 | 97,692 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $20,322,121 | 94,158 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $16,469,686 | 78,603 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,604,182 | 56,313 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,814,954 | 49,802 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,455,010 | 42,456 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,630,442 | 36,429 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $8,054,244 | 41,734 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $34,704,011 | 133,139 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $24,305,407 | 126,802 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $20,682,699 | 97,948 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $19,343,238 | 91,057 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $16,870,937 | 88,566 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $10,705,409 | 88,416 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,047,595 | 29,605 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $4,773,329 | 24,926 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $5,607,365 | 27,853 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $5,899,890 | 26,825 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,933,987 | 33,119 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $13,035,805 | 51,177 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,596,133 | 35,486 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $6,842,920 | 41,407 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $7,303,038 | 39,842 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,950,254 | 33,192 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||