Position in BA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,073,906
+$106,621 QoQ
Shares Held
4,961
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,124
of 2,613 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, 2026FIRST FOUNDATION ADVISORS holds $9,807,646 across 8 Aerospace & Defense names. BA ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
9,106 | $3,403,185 | |
| 2 | RTX |
RTX Corp
|
13,297 | $2,522,839 | |
| 3 | BA |
Boeing Co
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|
4,961 | $1,073,906 | |
| 4 | LMT |
Lockheed Martin Corp
|
1,568 | $798,833 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
2,846 | $629,192 | |
| 6 | BETA |
BETA Technologies, Inc.
|
35,650 | $597,137 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
1,040 | $529,682 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
1,480 | $252,872 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,073,906 | 4,961 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $967,285 | 4,860 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $1,017,423 | 4,686 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $1,649,371 | 7,642 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,073,631 | 5,124 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $832,112 | 4,879 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $987,660 | 5,580 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $801,402 | 5,271 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,054,019 | 5,791 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,030,565 | 5,340 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,437,017 | 5,513 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,407,122 | 7,341 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,448,557 | 6,860 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,599,385 | 7,529 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,560,875 | 8,194 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,093,231 | 9,029 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,570,639 | 11,488 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,779,035 | 9,290 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,651,226 | 8,202 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,827,921 | 8,311 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,766,994 | 7,376 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,697,199 | 6,663 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,616,367 | 7,551 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,076,999 | 6,517 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,231,959 | 6,721 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,032,645 | 6,924 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||