Position in LOAR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$92,836,838
+$53,914,590 QoQ
Shares Held
1,151,679
+69.5% QoQ
Ownership
1.23%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#13
of 282 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in LOAR Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026MORGAN STANLEY holds $33,539,480,268 across 85 Aerospace & Defense names. LOAR ranks #27 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
30,933,048 | $5,868,927,187 | |
| 2 | GE |
General Electric Co
|
14,612,934 | $5,461,291,815 | |
| 3 | LMT |
Lockheed Martin Corp
|
5,706,408 | $2,907,186,612 | |
| 4 | BA |
Boeing Co
|
10,816,366 | $2,341,418,742 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
13,532,773 | $2,312,209,587 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
9,286,812 | $2,053,128,386 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
3,562,274 | $1,814,301,761 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
6,100,788 | $1,640,257,853 |
All Filings in LOAR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,836,838 | 1,151,679 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $38,922,248 | 679,390 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $46,601,760 | 685,320 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $44,082,080 | 551,026 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $27,869,528 | 323,425 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $21,414,648 | 303,109 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $63,748,777 | 862,519 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $12,322,565 | 165,204 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $4,734,687 | 88,648 | Shares | Defined | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||