Position in BA
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$38,433,815
+$13,768,028 QoQ
Shares Held
177,548
+43.3% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#208
of 2,625 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $470,291,953 across 48 Aerospace & Defense names. BA ranks #5 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
268,023 | $100,168,235 | |
| 2 | RTX |
RTX Corp
|
434,209 | $82,382,473 | |
| 3 | LMT |
Lockheed Martin Corp
|
93,283 | $47,523,957 | |
| 4 | GD |
General Dynamics Corp
|
112,053 | $39,693,654 | |
| 5 | BA |
Boeing Co
This page
|
177,548 | $38,433,815 | |
| 6 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
738,406 | $36,816,923 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
47,459 | $13,791,110 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
56,634 | $12,520,644 |
All Filings in BA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,433,815 | 177,548 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $24,665,787 | 123,930 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,395,982 | 107,756 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $22,768,770 | 105,494 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,479,498 | 88,195 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,474,604 | 67,280 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,786,630 | 89,190 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $20,438,350 | 78,410 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $16,300,658 | 85,041 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $16,911,170 | 80,087 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $15,751,047 | 74,147 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $12,631,772 | 66,312 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $7,876,617 | 65,053 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $8,127,457 | 59,446 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $9,490,357 | 49,558 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $8,896,532 | 44,191 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $9,563,211 | 43,481 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $9,893,828 | 41,300 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $9,669,425 | 37,961 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $6,578,705 | 30,733 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,869,716 | 29,467 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $6,463,891 | 35,264 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $5,892,372 | 39,509 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||