Position in BA
as of Mar 31, 2026
· filed Apr 1, 2026
Position Value
$1,658,915
-$763,751 QoQ
Shares Held
8,335
-34.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
7 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 Mar 31, 2026Signature Wealth Management Group holds $2,743,701 across 2 Aerospace & Defense names. BA ranks #1 (60.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
8,335 | $1,658,915 | |
| 2 | TDG |
TransDigm Group INC
|
936 | $1,084,786 |
All Filings in BA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,658,915 | 8,335 | Shares | Sole | 2026-04-01 | |
| 2022-03-31 | $2,422,666 | 12,651 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,876,503 | 9,321 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,770,517 | 8,050 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,657,515 | 6,919 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $1,629,953 | 6,399 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $1,270,232 | 5,934 | Shares | Sole | 2021-01-15 | |
| No filing history on record for this holder in this stock. | ||||||