Position in BA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,109,215
New position
Shares Held
28,222
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#522
of 2,609 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 99%
Shared 1%
None 0%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Evelyn Partners Group Ltd holds $24,792,918 across 12 Aerospace & Defense names. BA ranks #1 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
28,222 | $6,109,215 | |
| 2 | GE |
General Electric Co
|
15,610 | $5,833,924 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
16,942 | $4,923,174 | |
| 4 | AXON |
Axon Enterprise, Inc.
|
4,668 | $2,616,927 | |
| 5 | RTX |
RTX Corp
|
12,928 | $2,452,827 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
3,297 | $1,679,194 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
4,205 | $718,465 | |
| 8 | LMT |
Lockheed Martin Corp
|
456 | $232,312 |
All Filings in BA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,109,215 | 28,222 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||