Position in BA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,724,799
-$439,704 QoQ
Shares Held
17,207
-17.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#667
of 2,613 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, 2026Gladstone Institutional Advisory LLC holds $30,649,294 across 13 Aerospace & Defense names. BA ranks #4 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HWM |
Howmet Aerospace Inc.
|
23,707 | $6,373,864 | |
| 2 | RTX |
RTX Corp
|
33,286 | $6,315,352 | |
| 3 | GE |
General Electric Co
|
16,286 | $6,086,566 | |
| 4 | BA |
Boeing Co
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|
17,207 | $3,724,799 | |
| 5 | LMT |
Lockheed Martin Corp
|
5,598 | $2,851,957 | |
| 6 | GD |
General Dynamics Corp
|
3,987 | $1,412,354 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
6,259 | $1,069,412 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
2,739 | $795,926 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,724,799 | 17,207 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,164,503 | 20,924 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,756,230 | 21,906 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,609,972 | 16,726 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,817,340 | 13,446 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,098,958 | 12,307 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,467,557 | 13,941 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,393,750 | 9,167 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,590,039 | 8,736 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,661,257 | 8,608 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,704,347 | 10,375 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,408,650 | 12,566 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,735,788 | 12,956 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,809,507 | 17,933 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,812,203 | 14,763 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,243,128 | 10,267 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $1,402,337 | 10,257 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $2,050,773 | 10,709 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $2,199,823 | 10,927 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $2,519,192 | 11,454 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $2,717,329 | 11,343 | Shares | Sole | 2023-01-30 | |
| 2021-03-31 | $3,038,300 | 11,928 | Shares | Sole | 2023-01-30 | |
| 2020-12-31 | $1,263,168 | 5,901 | Shares | Sole | 2023-01-30 | |
| 2020-09-30 | $954,872 | 5,778 | Shares | Sole | 2023-01-30 | |
| 2020-06-30 | $937,946 | 5,117 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $748,831 | 5,021 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||