Position in BA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$304,423,059
+$13,360,194 QoQ
Shares Held
1,406,306
-3.8% QoQ
Ownership
0.178%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#50
of 2,609 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Derivatives in BA
reported options exposure · as of Jun 30, 2026CallValue
$454,587
CallShares
2,100
PutValue
$346,352
PutShares
1,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026LPL Financial LLC holds $3,277,183,202 across 69 Aerospace & Defense names. BA ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
2,846,848 | $540,132,471 | |
| 2 | GE |
General Electric Co
|
1,404,016 | $524,722,899 | |
| 3 | LMT |
Lockheed Martin Corp
|
765,707 | $390,097,088 | |
| 4 | BA |
Boeing Co
This page
|
1,406,306 | $304,423,059 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
1,749,218 | $298,871,387 | |
| 6 | GD |
General Dynamics Corp
|
630,777 | $223,446,444 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
334,251 | $170,237,376 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
592,336 | $130,953,642 |
All Filings in BA
Export CSV
46 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,423,059 | 1,406,306 | Shares | Sole | 2026-08-07 | |
| 2026-06-30 | $454,587 | 2,100 | Call | Sole | 2026-08-07 | |
| 2026-06-30 | $346,352 | 1,600 | Put | Sole | 2026-08-07 | |
| 2026-03-31 | $291,062,865 | 1,462,407 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $5,513,131 | 27,700 | Put | Sole | 2026-05-06 | |
| 2025-12-31 | $1,628,400 | 7,500 | Call | Sole | 2026-02-11 | |
| 2025-12-31 | $586,224 | 2,700 | Put | Sole | 2026-02-11 | |
| 2025-12-31 | $295,215,675 | 1,359,689 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $215,830 | 1,000 | Call | Sole | 2025-11-12 | |
| 2025-09-30 | $271,175,502 | 1,256,431 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $798,571 | 3,700 | Put | Sole | 2025-11-12 | |
| 2025-06-30 | $1,215,274 | 5,800 | Put | Sole | 2025-08-12 | |
| 2025-06-30 | $249,675,948 | 1,191,600 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $175,208,573 | 1,027,315 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $169,474,668 | 957,484 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $135,065,494 | 888,355 | Shares | Sole | 2024-11-08 | |
| 2024-09-30 | $1,459,584 | 9,600 | Put | Sole | 2024-11-08 | |
| 2024-06-30 | $166,761,384 | 916,221 | Shares | Sole | 2024-08-07 | |
| 2024-06-30 | $837,246 | 4,600 | Call | Sole | 2024-08-07 | |
| 2024-03-31 | $168,460,392 | 872,897 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $251,818,152 | 966,079 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $176,952,842 | 923,168 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $184,057,614 | 871,650 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $181,661,426 | 855,159 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $151,502,792 | 795,332 | Shares | Sole | 2023-02-07 | |
| 2022-12-31 | $285,735 | 1,500 | Call | Sole | 2023-02-07 | |
| 2022-09-30 | $217,944 | 1,800 | Call | Sole | 2022-11-14 | |
| 2022-09-30 | $92,211,743 | 761,577 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $100,533,907 | 735,327 | Shares | Sole | 2022-08-12 | |
| 2022-06-30 | $246,096 | 1,800 | Call | Sole | 2022-08-12 | |
| 2022-03-31 | $153,532,061 | 801,734 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $201,320 | 1,000 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $156,257,135 | 776,163 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $169,928,503 | 772,613 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $219,940 | 1,000 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $285,922 | 1,300 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $239,560 | 1,000 | Put | Sole | 2021-08-13 | |
| 2021-06-30 | $198,430,901 | 828,314 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $205,077,873 | 805,111 | Shares | Sole | 2021-05-14 | |
| 2021-03-31 | $254,720 | 1,000 | Put | Sole | 2021-05-14 | |
| 2020-12-31 | $146,540,124 | 684,575 | Shares | Sole | 2021-02-12 | |
| 2020-12-31 | $214,060 | 1,000 | Put | Sole | 2021-02-12 | |
| 2020-09-30 | $100,669,781 | 609,160 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $115,405,496 | 629,599 | Shares | Sole | 2020-08-13 | |
| 2020-06-30 | $513,240 | 2,800 | Put | Sole | 2020-08-13 | |
| 2020-03-31 | $73,803,122 | 494,858 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||