Position in BA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,241,513
+$374,361 QoQ
Shares Held
19,594
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#629
of 2,609 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, 2026Principle Wealth Partners LLC holds $49,204,832 across 10 Aerospace & Defense names. BA ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
111,340 | $21,124,538 | |
| 2 | GD |
General Dynamics Corp
|
24,875 | $8,811,720 | |
| 3 | BA |
Boeing Co
This page
|
19,594 | $4,241,513 | |
| 4 | GE |
General Electric Co
|
10,448 | $3,904,731 | |
| 5 | LMT |
Lockheed Martin Corp
|
7,412 | $3,776,117 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
22,016 | $3,761,653 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
8,231 | $1,819,709 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
2,172 | $1,106,221 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,241,513 | 19,594 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,867,152 | 19,430 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,231,451 | 19,489 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,213,433 | 19,522 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,093,378 | 19,536 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,325,725 | 19,500 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,732,045 | 21,085 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,360,692 | 22,104 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,170,577 | 22,914 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,480,069 | 23,214 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $10,137,849 | 38,893 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $7,447,151 | 38,852 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $8,203,143 | 38,848 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $8,273,723 | 38,948 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,419,395 | 38,949 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $4,846,711 | 40,029 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,789,818 | 42,348 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $8,943,624 | 46,703 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $9,455,396 | 46,967 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,710,858 | 48,699 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $11,714,484 | 48,900 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $12,921,945 | 50,730 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $10,881,740 | 50,835 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $7,031,317 | 42,547 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $7,898,763 | 43,092 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $6,621,666 | 44,399 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||