Position in BA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,253,543
+$1,366,771 QoQ
Shares Held
16,347
+88.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
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 LLP holds $12,203,599 across 9 Aerospace & Defense names. BA ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LHX |
L3harris Technologies, Inc. /De/
|
13,117 | $4,527,332 | |
| 2 | BA |
Boeing Co
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|
16,347 | $3,253,543 | |
| 3 | RTX |
RTX Corp
|
8,868 | $1,710,637 | |
| 4 | GE |
General Electric Co
|
5,872 | $1,666,297 | |
| 5 | AXON |
Axon Enterprise, Inc.
|
1,550 | $658,269 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
253 | $172,606 | |
| 7 | LMT |
Lockheed Martin Corp
|
208 | $125,713 | |
| 8 | GD |
General Dynamics Corp
|
142 | $48,737 |
All Filings in BA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,253,543 | 16,347 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,886,772 | 8,690 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $511,732 | 2,371 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $505,176 | 2,411 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $411,196 | 2,411 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $434,712 | 2,456 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||