Position in BA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$9,029,180
+$820,387 QoQ
Shares Held
41,711
+1.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#423
of 2,609 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $30,238,954 across 13 Aerospace & Defense names. BA ranks #2 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
62,599 | $11,876,908 | |
| 2 | BA |
Boeing Co
This page
|
41,711 | $9,029,180 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
14,362 | $7,314,710 | |
| 4 | GE |
General Electric Co
|
3,189 | $1,191,824 | |
| 5 | LMT |
Lockheed Martin Corp
|
1,081 | $550,726 | |
| 6 | GD |
General Dynamics Corp
|
380 | $134,611 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
175 | $50,853 | |
| 8 | RKLB |
Rocket Lab Corp
|
399 | $40,558 |
All Filings in BA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,029,180 | 41,711 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $8,208,793 | 41,244 | Shares | Sole | 2026-04-14 | |
| 2023-09-30 | $851,250 | 4,441 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $937,761 | 4,441 | Shares | Sole | 2023-07-21 | |
| 2022-09-30 | $365,298 | 3,017 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $556,040 | 4,067 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $983,352 | 5,135 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,044,448 | 5,188 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,132,471 | 5,149 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,761,724 | 7,354 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,007,988 | 11,809 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $2,549,240 | 11,909 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,951,555 | 11,809 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,168,255 | 11,829 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $1,779,985 | 11,935 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||