Position in BA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,023,802
+$703,605 QoQ
Shares Held
32,447
+2.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#486
of 2,609 holders
Holding Since
Mar 2020
23 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, 2026Sowell Financial Services LLC holds $37,673,937 across 20 Aerospace & Defense names. BA ranks #1 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
32,447 | $7,023,802 | |
| 2 | WWD |
Woodward, Inc.
|
12,514 | $5,323,956 | |
| 3 | GE |
General Electric Co
|
13,158 | $4,917,539 | |
| 4 | AXON |
Axon Enterprise, Inc.
|
8,133 | $4,559,441 | |
| 5 | RTX |
RTX Corp
|
23,282 | $4,417,293 | |
| 6 | LMT |
Lockheed Martin Corp
|
6,909 | $3,519,859 | |
| 7 | GD |
General Dynamics Corp
|
3,492 | $1,237,006 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
2,319 | $1,181,089 |
All Filings in BA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,023,802 | 32,447 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,320,197 | 31,755 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $6,704,231 | 30,878 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $6,290,149 | 29,144 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $6,210,050 | 29,638 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $5,044,698 | 29,579 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,029,101 | 28,413 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,660,178 | 30,651 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $5,691,088 | 31,268 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,297,649 | 32,632 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $9,619,396 | 36,904 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $6,866,552 | 35,823 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,114,402 | 33,692 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,192,334 | 29,150 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,909,834 | 36,274 | Shares | Sole | 2023-02-09 | |
| 2021-12-31 | $3,783,205 | 18,792 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $5,918,585 | 26,910 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $6,556,038 | 27,367 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $11,433,871 | 44,888 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $8,981,315 | 41,957 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $6,803,258 | 41,167 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $7,689,251 | 41,949 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,815,117 | 38,991 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||