Position in BA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,516,588
+$132,733 QoQ
Shares Held
7,006
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#991
of 2,613 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Essex Financial Services, Inc. holds $39,082,093 across 13 Aerospace & Defense names. BA ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
71,156 | $13,500,427 | |
| 2 | GE |
General Electric Co
|
31,397 | $11,734,000 | |
| 3 | GD |
General Dynamics Corp
|
13,509 | $4,785,428 | |
| 4 | LMT |
Lockheed Martin Corp
|
7,100 | $3,617,166 | |
| 5 | BA |
Boeing Co
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|
7,006 | $1,516,588 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
5,800 | $1,282,264 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
1,084 | $552,092 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
1,861 | $540,787 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,516,588 | 7,006 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $1,383,855 | 6,953 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $1,335,070 | 6,149 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,327,570 | 6,151 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $1,287,352 | 6,144 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $1,072,930 | 6,291 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,206,609 | 6,817 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $1,001,639 | 6,588 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $1,451,165 | 7,973 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,531,568 | 7,936 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,109,782 | 8,094 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,538,807 | 8,028 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,564,062 | 7,407 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,629,762 | 7,672 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,398,958 | 7,344 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $871,049 | 7,194 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $960,731 | 7,027 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,420,547 | 7,418 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,572,309 | 7,810 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,640,092 | 7,457 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,609,364 | 6,718 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,711,208 | 6,718 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,367,629 | 6,389 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $954,045 | 5,773 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,083,486 | 5,911 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $877,539 | 5,884 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||