Position in BA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$527,320
+$42,483 QoQ
Shares Held
2,436
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,519
of 2,609 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026FORBES J M & CO LLP holds $1,328,219 across 3 Aerospace & Defense names. BA ranks #2 (39.7% of the industry book) .
All Filings in BA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $527,320 | 2,436 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $484,837 | 2,436 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $528,904 | 2,436 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $525,761 | 2,436 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $510,415 | 2,436 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $415,459 | 2,436 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $431,172 | 2,436 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $370,369 | 2,436 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $443,376 | 2,436 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $470,316 | 2,437 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $635,228 | 2,437 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $467,124 | 2,437 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $556,828 | 2,637 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $559,965 | 2,636 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $502,131 | 2,636 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $319,772 | 2,641 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $362,444 | 2,651 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $510,156 | 2,664 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $538,329 | 2,674 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $588,119 | 2,674 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $643,458 | 2,686 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $684,177 | 2,686 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $577,105 | 2,696 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $445,540 | 2,696 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $494,176 | 2,696 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $402,081 | 2,696 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||