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BAE Systems shares owned by Mark Sheptoff Financial Planning

Quarter-by-quarter ownership of BAE Systems (BAESY) shares owned by Mark Sheptoff Financial Planning from 13F filings

Historical chart of Mark Sheptoff Financial Planning investment in BAE Systems

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All positions including BAE Systems held by Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BAE Systems by Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $11k 100 112.79

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Top funds holding BAE Systems

Altrius Capital Management
First Merchants Bank, National Association
Sit Investment Associates
Henry James International Management
L & S Advisors
Confluence Investment Management
Rhumbline Advisers
Sterling Capital Management
Green Square Asset Management
SkyView Investment Advisors
Yousif Capital Management
Collaborative Fund Advisors
Meritage Portfolio Management
Rnc Capital Management
Pnc Financial Services

View all funds holding BAE Systems