Position in BA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$214,088
+$7,649 QoQ
Shares Held
989
-8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,209
of 2,613 holders
Holding Since
Mar 2020
12 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, 2026ZACKS INVESTMENT MANAGEMENT holds $348,985,874 across 16 Aerospace & Defense names. BA ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GD |
General Dynamics Corp
|
292,289 | $103,540,455 | |
| 2 | LMT |
Lockheed Martin Corp
|
106,987 | $54,505,597 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
188,284 | $50,622,036 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
162,446 | $47,205,183 | |
| 5 | RTX |
RTX Corp
|
237,345 | $45,031,466 | |
| 6 | GE |
General Electric Co
|
89,028 | $33,272,434 | |
| 7 | HEI |
Heico Corp
|
15,246 | $5,430,472 | |
| 8 | ATRO |
Astronics Corp
|
41,030 | $3,334,097 |
All Filings in BA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,088 | 989 | Shares | Sole | 2026-08-13 | |
| 2023-09-30 | $206,439 | 1,077 | Shares | Sole | 2023-11-14 | |
| 2022-06-30 | $230,236 | 1,684 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,434,796 | 38,824 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $7,355,427 | 36,536 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $7,969,086 | 36,233 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,488,569 | 35,434 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $8,965,379 | 35,197 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,202,048 | 33,645 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $212,689 | 1,287 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,156,707 | 11,766 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,476,486 | 9,900 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||