Position in BA
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$2,801,347
-$166,683 QoQ
Shares Held
14,075
+3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 99.38898756660745.ToString("F0")%
Shared 0.ToString("F0")%
None 0.61101243339254.ToString("F0")%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Badgley Phelps Wealth Managers, LLC holds $66,427,628 across 9 Aerospace & Defense names. BA ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LHX |
L3harris Technologies, Inc. /De/
|
57,662 | $19,902,039 | |
| 2 | GE |
General Electric Co
|
66,510 | $18,873,542 | |
| 3 | KRMN |
Karman Holdings Inc.
|
139,292 | $11,150,324 | |
| 4 | RTX |
RTX Corp
|
57,530 | $11,097,537 | |
| 5 | BA |
Boeing Co
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|
14,075 | $2,801,347 | |
| 6 | RKLB |
Rocket Lab Corp
|
15,859 | $1,018,464 | |
| 7 | LMT |
Lockheed Martin Corp
|
1,094 | $661,202 | |
| 8 | GD |
General Dynamics Corp
|
1,511 | $518,605 |
All Filings in BA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,801,347 | 14,075 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,968,030 | 13,670 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,669,601 | 12,369 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,600,686 | 12,412 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,060,073 | 12,079 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,327,727 | 13,151 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,097,239 | 13,794 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,610,569 | 14,343 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,334,986 | 12,099 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $22,666,993 | 86,960 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,449,429 | 59,732 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $11,789,907 | 55,834 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $11,444,241 | 53,873 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $9,282,577 | 48,730 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $6,058,964 | 50,041 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $6,794,026 | 49,693 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $9,613,300 | 50,200 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $9,684,498 | 48,105 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $12,143,987 | 55,215 | Shares | Sole | 2021-11-29 | |
| No filing history on record for this holder in this stock. | ||||||