Position in BA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,174,388
+$3,688,189 QoQ
Shares Held
83,958
+15.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#309
of 2,609 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026FIRST MANHATTAN CO. LLC. holds $611,247,655 across 20 Aerospace & Defense names. BA ranks #3 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HONA |
Honeywell Aerospace Inc.
|
1,875,740 | $414,688,599 | |
| 2 | GE |
General Electric Co
|
385,836 | $144,198,488 | |
| 3 | BA |
Boeing Co
This page
|
83,958 | $18,174,388 | |
| 4 | RTX |
RTX Corp
|
69,427 | $13,172,384 | |
| 5 | LOAR |
Loar Holdings Inc.
|
144,955 | $11,684,822 | |
| 6 | MOG-A |
Moog Inc.
|
3,955 | $1,676,287 | |
| 7 | LMT |
Lockheed Martin Corp
|
2,947 | $1,501,378 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
1,824 | $928,981 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,174,388 | 83,958 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,486,199 | 72,784 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $32,830,063 | 151,207 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $32,554,933 | 150,836 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $27,874,614 | 133,034 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $28,290,151 | 165,876 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $30,454,620 | 172,060 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,636,480 | 56,804 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,271,879 | 61,930 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $14,428,704 | 74,764 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $20,726,119 | 79,514 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $16,080,418 | 83,892 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $18,296,802 | 86,649 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $18,766,915 | 88,344 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $20,648,735 | 108,398 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $13,542,192 | 111,845 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $15,234,572 | 111,429 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $29,767,526 | 155,444 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $32,449,965 | 161,186 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $37,927,333 | 172,444 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $40,778,621 | 170,223 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $43,947,351 | 172,532 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $37,813,056 | 176,647 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $37,736,625 | 228,347 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $40,536,245 | 221,147 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $29,318,836 | 196,586 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||