Position in BA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,037,074
+$314,344 QoQ
Shares Held
14,030
+2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
#738
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, 2026Point Windward Advisors Inc. holds $3,731,977 across 2 Aerospace & Defense names. BA ranks #1 (81.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
14,030 | $3,037,074 | |
| 2 | LMT |
Lockheed Martin Corp
|
1,364 | $694,903 |
All Filings in BA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,037,074 | 14,030 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,722,730 | 13,680 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,958,260 | 13,625 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,811,185 | 13,025 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,718,651 | 12,975 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,362,970 | 13,855 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,452,335 | 13,855 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,997,349 | 13,137 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,024,315 | 11,122 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,858,879 | 9,632 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,470,274 | 9,477 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,869,263 | 9,752 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,059,232 | 9,752 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $2,071,617 | 9,752 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,857,658 | 9,752 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,156,556 | 9,552 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,312,785 | 9,602 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,676,008 | 8,752 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $1,577,744 | 7,837 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,234,303 | 5,612 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,332,432 | 5,562 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,276,656 | 5,012 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $859,879 | 4,017 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $688,638 | 4,167 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $763,811 | 4,167 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $621,466 | 4,167 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||