Position in BA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$534,031
+$134,748 QoQ
Shares Held
2,467
+34.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,508
of 2,609 holders
Holding Since
Dec 2024
6 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, 2026PKS Advisory Services, LLC holds $4,184,359 across 6 Aerospace & Defense names. BA ranks #4 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
3,595 | $1,343,559 | |
| 2 | RTX |
RTX Corp
|
6,140 | $1,164,942 | |
| 3 | LMT |
Lockheed Martin Corp
|
1,332 | $678,600 | |
| 4 | BA |
Boeing Co
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|
2,467 | $534,031 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
1,489 | $254,410 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
410 | $208,817 |
All Filings in BA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $534,031 | 2,467 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $399,283 | 1,839 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $387,199 | 1,794 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $374,011 | 1,785 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $380,326 | 2,230 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $397,365 | 2,245 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||