Position in BA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$234,869
+$20,116 QoQ
Shares Held
1,085
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#2,123
of 2,613 holders
Holding Since
Jun 2021
11 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, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $462,103 across 16 Aerospace & Defense names. BA ranks #1 (50.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
1,085 | $234,869 | |
| 2 | GE |
General Electric Co
|
272 | $101,654 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
329 | $72,643 | |
| 4 | WWD |
Woodward, Inc.
|
55 | $23,399 | |
| 5 | RTX |
RTX Corp
|
83 | $15,747 | |
| 6 | LMT |
Lockheed Martin Corp
|
10 | $5,094 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
29 | $4,954 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
4 | $1,162 |
All Filings in BA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,869 | 1,085 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $214,753 | 1,079 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $217,120 | 1,000 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $224,463 | 1,040 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $4,775 | 28 | Shares | Sole | 2025-04-18 | |
| 2023-03-31 | $252,790 | 1,190 | Shares | Other | 2023-04-25 | |
| 2022-12-31 | $222,110 | 1,166 | Shares | Other | 2023-01-25 | |
| 2022-03-31 | $211,033 | 1,102 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $228,095 | 1,133 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $261,067 | 1,187 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $295,376 | 1,233 | Shares | Other | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||