Position in BA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$579,923
+$66,824 QoQ
Shares Held
2,679
+3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,464
of 2,613 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Derivatives in BA
reported options exposure · as of Dec 31, 2020CallValue
$21,406
CallShares
100
PutValue
$0
PutShares
0
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, 2026West Family Investments, Inc. holds $7,108,702 across 11 Aerospace & Defense names. BA ranks #5 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
4,721 | $1,764,379 | |
| 2 | RTX |
RTX Corp
|
6,207 | $1,177,654 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
2,434 | $707,296 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
1,272 | $647,842 | |
| 5 | BA |
Boeing Co
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|
2,679 | $579,923 | |
| 6 | GD |
General Dynamics Corp
|
1,548 | $548,363 | |
| 7 | LMT |
Lockheed Martin Corp
|
998 | $508,441 | |
| 8 | ESLT |
Elbit Systems Ltd
|
548 | $415,778 |
All Filings in BA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $579,923 | 2,679 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $513,099 | 2,578 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $715,193 | 3,294 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $816,269 | 3,782 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $668,610 | 3,191 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $400,621 | 2,349 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $415,773 | 2,349 | Shares | Sole | 2025-02-07 | |
| 2024-03-31 | $265,361 | 1,375 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $280,470 | 1,076 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $206,247 | 1,076 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $227,208 | 1,076 | Shares | Sole | 2023-08-16 | |
| 2022-12-31 | $204,967 | 1,076 | Shares | Sole | 2023-02-08 | |
| 2021-06-30 | $332,269 | 1,387 | Shares | Sole | 2022-02-15 | |
| 2021-03-31 | $6,371,311 | 25,013 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $21,406 | 100 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $3,210,900 | 15,000 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $16,526 | 100 | Call | Sole | 2020-11-12 | |
| 2020-09-30 | $2,478,900 | 15,000 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $45,825 | 250 | Call | Sole | 2020-08-12 | |
| 2020-03-31 | $2,237,100 | 15,000 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||