Position in BA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$401,768
+$389,230 QoQ
Shares Held
1,856
+2846.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,694
of 2,613 holders
Holding Since
Mar 2020
22 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, 2026IMA Advisory Services, Inc. holds $3,820,107 across 22 Aerospace & Defense names. BA ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LHX |
L3harris Technologies, Inc. /De/
|
5,936 | $1,724,942 | |
| 2 | RTX |
RTX Corp
|
3,054 | $579,435 | |
| 3 | BA |
Boeing Co
This page
|
1,856 | $401,768 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
1,179 | $260,653 | |
| 5 | TXT |
Textron Inc
|
2,177 | $199,696 | |
| 6 | LMT |
Lockheed Martin Corp
|
364 | $185,443 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
658 | $112,425 | |
| 8 | GE |
General Electric Co
|
300 | $112,119 |
All Filings in BA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $401,768 | 1,856 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $12,538 | 63 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $13,678 | 63 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,417 | 39 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $8,171 | 39 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,969 | 35 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $19,765 | 130 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $108,682 | 567 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $98,611 | 467 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $99,204 | 467 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $227,635 | 1,195 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $168,785 | 1,394 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $253,752 | 1,856 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $417,278 | 2,179 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $2,206,467 | 10,960 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,447,712 | 11,129 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,621,744 | 10,944 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,168,462 | 12,439 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,646,209 | 12,362 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,421,236 | 8,600 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,576,013 | 8,598 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,594,157 | 10,689 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||