Position in BA
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$878,435
+$66,990 QoQ
Shares Held
4,058
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,226
of 2,609 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, 2026JFS WEALTH ADVISORS, LLC holds $3,896,472 across 31 Aerospace & Defense names. BA ranks #1 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
4,058 | $878,435 | |
| 2 | RTX |
RTX Corp
|
3,772 | $715,661 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
1,186 | $604,041 | |
| 4 | GE |
General Electric Co
|
1,238 | $462,677 | |
| 5 | GD |
General Dynamics Corp
|
1,162 | $411,626 | |
| 6 | LMT |
Lockheed Martin Corp
|
580 | $295,486 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
573 | $154,056 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
411 | $119,432 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $878,435 | 4,058 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $811,445 | 4,077 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $988,113 | 4,551 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,063,610 | 4,928 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $827,014 | 3,947 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $751,784 | 4,408 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $728,532 | 4,116 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $595,996 | 3,920 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $386,407 | 2,123 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $477,650 | 2,475 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $661,033 | 2,536 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $476,516 | 2,486 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $513,963 | 2,434 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $444,828 | 2,094 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $397,362 | 2,086 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $280,663 | 2,318 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $318,010 | 2,326 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $449,833 | 2,349 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $477,933 | 2,374 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $651,242 | 2,961 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $373,234 | 1,558 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $422,325 | 1,658 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $376,317 | 1,758 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $286,726 | 1,735 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $299,695 | 1,635 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $202,532 | 1,358 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||