Position in BA
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$2,186,144
+$376,232 QoQ
Shares Held
10,984
+31.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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)
Derivatives in BA
reported options exposure · as of Sep 30, 2020CallValue
$148,734
CallShares
900
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Western Wealth Management, LLC holds $22,637,318 across 35 Aerospace & Defense names. BA ranks #5 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
19,591 | $5,559,337 | |
| 2 | RTX |
RTX Corp
|
18,497 | $3,568,071 | |
| 3 | LMT |
Lockheed Martin Corp
|
5,554 | $3,356,782 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
4,675 | $3,189,471 | |
| 5 | BA |
Boeing Co
This page
|
10,984 | $2,186,144 | |
| 6 | BWXT |
BWX Technologies, Inc.
|
6,309 | $1,290,127 | |
| 7 | GD |
General Dynamics Corp
|
3,434 | $1,178,617 | |
| 8 | RCAT |
Red Cat Holdings, Inc.
|
36,722 | $480,690 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,186,144 | 10,984 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $1,809,912 | 8,336 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,773,690 | 8,218 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,752,089 | 8,362 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,304,707 | 7,650 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,367,502 | 7,726 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $1,524,809 | 10,029 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,422,590 | 7,816 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,921,601 | 9,957 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,398,485 | 13,038 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,409,992 | 12,573 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,664,416 | 12,618 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $2,763,289 | 13,008 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $2,447,225 | 12,847 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,793,073 | 23,068 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,781,811 | 27,661 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $5,590,459 | 29,193 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,426,107 | 12,051 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $3,935,252 | 16,427 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,964,940 | 11,640 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,471,964 | 11,548 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,480,894 | 8,961 | Shares | Sole | 2020-10-27 | |
| 2020-09-30 | $148,734 | 900 | Call | Sole | 2020-10-27 | |
| 2020-06-30 | $1,989,354 | 10,853 | Shares | Sole | 2020-07-20 | |
| 2020-06-30 | $128,310 | 700 | Call | Sole | 2020-07-20 | |
| 2020-03-31 | $1,528,685 | 10,250 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||