Position in BA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$619,320
+$74,376 QoQ
Shares Held
2,861
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,425
of 2,609 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026SageView Advisory Group, LLC holds $14,899,555 across 15 Aerospace & Defense names. BA ranks #8 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
10,591 | $3,958,174 | |
| 2 | RTX |
RTX Corp
|
9,532 | $1,808,506 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
5,646 | $1,517,983 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
5,107 | $1,484,043 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
2,352 | $1,197,897 | |
| 6 | LMT |
Lockheed Martin Corp
|
2,179 | $1,110,113 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
3,247 | $717,846 | |
| 8 | BA |
Boeing Co
This page
|
2,861 | $619,320 |
All Filings in BA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $619,320 | 2,861 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $544,944 | 2,738 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $609,672 | 2,808 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $958,932 | 4,443 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $983,533 | 4,694 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $588,056 | 3,448 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $539,319 | 3,047 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $324,149 | 2,132 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $840,158 | 4,616 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $541,722 | 2,807 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $10,649,524 | 40,856 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $622,960 | 3,250 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $710,342 | 3,364 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $472,656 | 2,225 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $471,462 | 2,475 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||