Position in BA
as of Mar 31, 2026
· filed May 21, 2026
Position Value
$1,068,791
+$31,392 QoQ
Shares Held
5,370
+12.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026J. Derek Lewis & Associates Inc. holds $3,345,022 across 9 Aerospace & Defense names. BA ranks #1 (32.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
5,370 | $1,068,791 | |
| 2 | RTX |
RTX Corp
|
3,259 | $628,661 | |
| 3 | GE |
General Electric Co
|
1,410 | $400,115 | |
| 4 | FLY |
Firefly Aerospace Inc.
|
13,100 | $372,957 | |
| 5 | LMT |
Lockheed Martin Corp
|
410 | $247,799 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
1,001 | $230,690 | |
| 7 | ACHR |
Archer Aviation Inc.
|
39,200 | $202,664 | |
| 8 | EVEX |
Eve Holding, Inc.
|
49,000 | $121,520 |
All Filings in BA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,068,791 | 5,370 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $1,037,399 | 4,778 | Shares | Sole | 2026-03-23 | |
| No filing history on record for this holder in this stock. | ||||||