Position in BA
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$994,463
+$40,314 QoQ
Shares Held
4,594
-4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,155
of 2,609 holders
Holding Since
Mar 2020
24 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, 2026Annex Advisory Services, LLC holds $7,930,976 across 7 Aerospace & Defense names. BA ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DCO |
Ducommun Inc /De/
|
19,658 | $3,640,858 | |
| 2 | GE |
General Electric Co
|
5,373 | $2,008,051 | |
| 3 | BA |
Boeing Co
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|
4,594 | $994,463 | |
| 4 | RTX |
RTX Corp
|
2,666 | $505,820 | |
| 5 | CW |
Curtiss Wright Corp
|
378 | $286,433 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
539 | $274,518 | |
| 7 | HII |
Huntington Ingalls Industries, Inc.
|
789 | $220,833 |
All Filings in BA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $994,463 | 4,594 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $954,149 | 4,794 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,013,516 | 4,668 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $217,124 | 1,006 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $207,434 | 990 | Shares | Sole | 2025-07-11 | |
| 2024-12-31 | $205,320 | 1,160 | Shares | Sole | 2025-01-16 | |
| 2024-06-30 | $234,610 | 1,289 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $260,536 | 1,350 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $643,308 | 2,468 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $292,503 | 1,526 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $317,584 | 1,504 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,051,740 | 4,951 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,189,229 | 6,243 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,464,583 | 12,096 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,988,318 | 14,543 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $4,577,807 | 23,905 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $5,144,329 | 25,553 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $5,812,134 | 26,426 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $6,045,775 | 25,237 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $5,628,547 | 22,097 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $2,835,010 | 13,244 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $2,173,499 | 13,152 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $2,367,686 | 12,917 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,894,972 | 12,706 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||