Charter Oak Capital Management, LLC

Position in BA — Boeing Co

CIK 1810720 PORTSMOUTH, NH

Position in BA

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$332,778

-$63,683 QoQ

Shares Held

1,672

-8.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 41% Shared 0% None 59%

Industrials · as of Mar 31, 2026

Charter Oak Capital Management, LLC holds $3,211,908 across 5 Aerospace & Defense names. BA ranks #4 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	9,868	$1,903,537
2	GE	General Electric Co	1,386	$393,305
3	TXT	Textron Inc	4,263	$373,268
4	BA	Boeing Co This page	1,672	$332,778
5	GD	General Dynamics Corp	609	$209,020

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$332,778	1,672	-8.4%	Shares	Sole	2026-04-24
2025-12-31	$396,461	1,826	+0.7%	Shares	Sole	2026-01-23
2025-09-30	$391,299	1,813	+0.1%	Shares	Sole	2025-10-30
2025-06-30	$379,668	1,812	-2.2%	Shares	Sole	2025-07-10
2025-03-31	$316,029	1,853	-4.3%	Shares	Sole	2025-04-14
2024-12-31	$342,672	1,936	-11.1%	Shares	Sole	2025-01-22
2024-09-30	$331,143	2,178	-6.6%	Shares	Sole	2024-10-30
2024-06-30	$424,265	2,331	-4.3%	Shares	Sole	2024-07-24
2024-03-31	$470,316	2,437	+6.8%	Shares	Sole	2024-04-23
2023-12-31	$594,565	2,281	-3.7%	Shares	Sole	2024-01-26
2023-09-30	$453,898	2,368	-2.3%	Shares	Sole	2023-10-05
2023-06-30	$511,640	2,423	0.0%	Shares	Sole	2023-07-20
2023-03-31	$514,717	2,423	-1.6%	Shares	Defined	2023-04-19
2022-12-31	$469,176	2,463	+15.3%	Shares	Sole	2023-01-20
2022-09-30	$258,747	2,137	+66.7%	Shares	Sole	2022-12-06
2022-06-30	$175,275	1,282	0.0%	Shares	Sole	2022-07-21
2022-03-31	$245,503	1,282	-8.8%	Shares	Sole	2022-05-05
2021-12-31	$282,854	1,405	-1.7%	Shares	Sole	2022-02-09
2021-09-30	$314,514	1,430	+3.4%	Shares	Sole	2021-11-08
2021-06-30	$331,311	1,383	-2.8%	Shares	Sole	2021-07-29
2021-03-31	$362,466	1,423	-2.7%	Shares	Sole	2021-05-17
2020-12-31	$313,169	1,463	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.