Position in BA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,189,286
+$72,728 QoQ
Shares Held
5,494
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,073
of 2,609 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Legacy Wealth Asset Management, LLC holds $12,299,182 across 14 Aerospace & Defense names. BA ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CW |
Curtiss Wright Corp
|
3,300 | $2,500,608 | |
| 2 | EMBJ |
Embraer S.A.
|
20,848 | $1,330,102 | |
| 3 | BA |
Boeing Co
This page
|
5,494 | $1,189,286 | |
| 4 | RTX |
RTX Corp
|
5,591 | $1,060,780 | |
| 5 | BWXT |
BWX Technologies, Inc.
|
5,227 | $1,017,435 | |
| 6 | CAE |
Cae Inc
|
30,783 | $771,421 | |
| 7 | GD |
General Dynamics Corp
|
2,170 | $768,700 | |
| 8 | LMT |
Lockheed Martin Corp
|
1,497 | $762,661 |
All Filings in BA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,189,286 | 5,494 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,116,558 | 5,610 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,215,003 | 5,596 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,162,892 | 5,388 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,148,014 | 5,479 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $938,366 | 5,502 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $966,066 | 5,458 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $830,898 | 5,465 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $980,851 | 5,389 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,021,496 | 5,293 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,376,284 | 5,280 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,044,847 | 5,451 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,169,826 | 5,540 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,185,146 | 5,579 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,078,173 | 5,660 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $695,362 | 5,743 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $899,754 | 6,581 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,224,451 | 6,394 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,236,306 | 6,141 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,311,062 | 5,961 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,425,142 | 5,949 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,512,527 | 5,938 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,153,355 | 5,388 | Shares | Sole | 2021-03-25 | |
| No filing history on record for this holder in this stock. | ||||||