Evelyn Partners Investment Management Services Ltd
Position in BA — Boeing Co
CIK 2065205
London, X0
Position in BA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$112,053
+$5,013 QoQ
Shares Held
563
+14.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Evelyn Partners Investment Management Services Ltd holds $4,964,572 across 9 Aerospace & Defense names. BA ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOC |
Northrop Grumman Corp /De/
|
2,973 | $2,028,299 | |
| 2 | GE |
General Electric Co
|
6,394 | $1,814,425 | |
| 3 | AXON |
Axon Enterprise, Inc.
|
862 | $366,082 | |
| 4 | RTX |
RTX Corp
|
1,873 | $361,301 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
386 | $133,227 | |
| 6 | BA |
Boeing Co
This page
|
563 | $112,053 | |
| 7 | LMT |
Lockheed Martin Corp
|
172 | $103,955 | |
| 8 | HEI |
Heico Corp
|
172 | $36,307 |
All Filings in BA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $112,053 | 563 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $107,040 | 493 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $74,461 | 345 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $45,887 | 219 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $37,350 | 219 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $38,763 | 219 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||