Position in BA
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$1,350,216
+$87,884 QoQ
Shares Held
6,784
+16.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 0%
Shared 72%
None 28%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $14,680,507 across 18 Aerospace & Defense names. BA ranks #3 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
16,221 | $3,129,027 | |
| 2 | GE |
General Electric Co
|
9,485 | $2,691,553 | |
| 3 | BA |
Boeing Co
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|
6,784 | $1,350,216 | |
| 4 | LMT |
Lockheed Martin Corp
|
2,154 | $1,301,853 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
1,510 | $1,030,180 | |
| 6 | GD |
General Dynamics Corp
|
2,959 | $1,015,585 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
2,742 | $946,398 | |
| 8 | HII |
Huntington Ingalls Industries, Inc.
|
1,196 | $454,359 |
All Filings in BA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,350,216 | 6,784 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,262,332 | 5,814 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,420,589 | 6,582 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,269,538 | 6,059 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $775,829 | 4,549 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,054,920 | 5,960 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $661,829 | 4,353 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $465,944 | 2,560 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $216,341 | 1,121 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $299,759 | 1,150 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $243,050 | 1,268 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $272,396 | 1,290 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $419,124 | 1,973 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $330,116 | 1,733 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $200,022 | 1,652 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $297,208 | 1,552 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $308,220 | 1,531 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||