Position in BA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,606,874
+$3,660,828 QoQ
Shares Held
28,171
+214.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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 Mar 31, 2026Gibbs Wealth Management holds $16,303,931 across 10 Aerospace & Defense names. BA ranks #1 (34.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
28,171 | $5,606,874 | |
| 2 | RTX |
RTX Corp
|
17,031 | $3,285,279 | |
| 3 | CW |
Curtiss Wright Corp
|
2,565 | $1,747,072 | |
| 4 | MOG-A |
Moog Inc.
|
4,733 | $1,385,065 | |
| 5 | GE |
General Electric Co
|
2,965 | $841,378 | |
| 6 | GD |
General Dynamics Corp
|
2,402 | $824,414 | |
| 7 | AVAV |
AeroVironment Inc
|
4,238 | $775,765 | |
| 8 | HEI |
Heico Corp
|
3,460 | $730,371 |
All Filings in BA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,606,874 | 28,171 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,946,046 | 8,963 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $1,804,122 | 8,359 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $2,250,352 | 10,740 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,606,581 | 9,420 | Shares | Other | 2025-11-04 | |
| 2024-12-31 | $1,327,146 | 7,498 | Shares | Other | 2025-11-04 | |
| 2024-09-30 | $733,136 | 4,822 | Shares | Other | 2025-11-04 | |
| 2024-06-30 | $473,226 | 2,600 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||