Position in BA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,390,386
+$443,999 QoQ
Shares Held
6,423
+35.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,026
of 2,609 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026NewEdge Wealth, LLC holds $97,828,762 across 22 Aerospace & Defense names. BA ranks #11 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
94,347 | $48,066,022 | |
| 2 | HWM |
Howmet Aerospace Inc.
|
36,425 | $9,793,225 | |
| 3 | RTX |
RTX Corp
|
40,818 | $7,744,399 | |
| 4 | GE |
General Electric Co
|
17,256 | $6,449,084 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
21,077 | $4,659,703 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
7,166 | $4,017,331 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
7,068 | $3,599,803 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
11,056 | $3,212,763 |
All Filings in BA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,390,386 | 6,423 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $946,387 | 4,755 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,702,437 | 7,841 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,006,199 | 4,662 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $969,495 | 4,627 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $824,779 | 4,836 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $887,124 | 5,012 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $887,913 | 5,840 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $322,157 | 1,770 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $603,865 | 3,129 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $572,148 | 2,195 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $434,346 | 2,266 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $380,721 | 1,803 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $472,656 | 2,225 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $295,830 | 1,553 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||