Position in BA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$909,606
+$148,118 QoQ
Shares Held
4,202
+9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,202
of 2,609 holders
Holding Since
Mar 2020
19 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 Mar 31, 2026CallValue
$716,508
CallShares
3,600
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, 2026Focused Wealth Management, Inc holds $6,370,113 across 6 Aerospace & Defense names. BA ranks #2 (14.3% of the industry book) .
All Filings in BA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $909,606 | 4,202 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $716,508 | 3,600 | Call | Sole | 2026-04-20 | |
| 2026-03-31 | $761,488 | 3,826 | Shares | Sole | 2026-04-20 | |
| 2024-09-30 | $460,833 | 3,031 | Shares | Sole | 2024-10-30 | |
| 2023-12-31 | $207,485 | 796 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $127,467 | 665 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $128,807 | 610 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $133,618 | 629 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $115,436 | 606 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $77,006 | 636 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $87,500 | 640 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $441,216 | 2,304 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $499,273 | 2,480 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $543,691 | 2,472 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $593,869 | 2,479 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $605,978 | 2,379 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $441,819 | 2,064 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $353,986 | 2,142 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $412,241 | 2,249 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $318,712 | 2,137 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||