Position in BA
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$9,534,930
-$1,270,263 QoQ
Shares Held
47,907
-3.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.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, 2026STEPHENS INC /AR/ holds $134,798,821 across 22 Aerospace & Defense names. BA ranks #6 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
38,484 | $23,259,344 | |
| 2 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
304,359 | $21,460,353 | |
| 3 | GE |
General Electric Co
|
69,354 | $19,680,584 | |
| 4 | RTX |
RTX Corp
|
100,495 | $19,385,485 | |
| 5 | TDG |
TransDigm Group INC
|
11,068 | $12,827,369 | |
| 6 | BA |
Boeing Co
This page
|
47,907 | $9,534,930 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
11,645 | $7,944,684 | |
| 8 | GD |
General Dynamics Corp
|
17,761 | $6,095,930 |
All Filings in BA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,534,930 | 47,907 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $10,805,193 | 49,766 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $11,119,993 | 51,522 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $11,754,633 | 56,100 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $7,991,461 | 46,857 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $8,613,705 | 48,665 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $6,257,966 | 41,160 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $7,247,820 | 39,821 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $12,315,849 | 63,816 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $11,015,752 | 42,261 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $13,925,935 | 72,652 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $18,822,380 | 89,138 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $22,510,994 | 105,969 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $20,330,807 | 106,729 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $13,636,271 | 112,622 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $7,859,622 | 57,487 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $9,119,613 | 47,622 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $9,111,944 | 45,261 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $6,768,213 | 30,773 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $8,323,512 | 34,745 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $8,452,119 | 33,182 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,910,196 | 27,610 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $4,498,377 | 27,220 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,887,144 | 26,662 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $4,084,795 | 27,389 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||