Position in BA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$300,893
+$6,727 QoQ
Shares Held
1,390
-6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,924
of 2,613 holders
Holding Since
Jun 2025
5 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, 2026Klingman & Associates, LLC holds $7,497,783 across 8 Aerospace & Defense names. BA ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
9,785 | $3,656,948 | |
| 2 | RTX |
RTX Corp
|
5,716 | $1,084,496 | |
| 3 | LMT |
Lockheed Martin Corp
|
1,899 | $967,464 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
2,046 | $594,547 | |
| 5 | GD |
General Dynamics Corp
|
986 | $349,280 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
1,468 | $324,134 | |
| 7 | BA |
Boeing Co
This page
|
1,390 | $300,893 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
432 | $220,021 |
All Filings in BA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,893 | 1,390 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $294,166 | 1,478 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $313,738 | 1,445 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $408,566 | 1,893 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $235,092 | 1,122 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||