Position in BA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,934,558
+$310,421 QoQ
Shares Held
18,176
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#654
of 2,613 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $17,450,977 across 16 Aerospace & Defense names. BA ranks #1 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
18,176 | $3,934,558 | |
| 2 | RTX |
RTX Corp
|
15,525 | $2,945,558 | |
| 3 | GE |
General Electric Co
|
6,915 | $2,584,342 | |
| 4 | GD |
General Dynamics Corp
|
6,121 | $2,168,303 | |
| 5 | CW |
Curtiss Wright Corp
|
1,127 | $853,995 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
2,581 | $750,012 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
2,475 | $665,428 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
1,142 | $581,632 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,934,558 | 18,176 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,624,137 | 18,209 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,065,354 | 18,724 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $4,080,050 | 18,904 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $3,937,697 | 18,793 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $2,755,746 | 16,158 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $2,533,224 | 14,312 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $1,157,632 | 7,614 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $684,903 | 3,763 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $707,694 | 3,667 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $928,470 | 3,562 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $620,276 | 3,236 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $619,332 | 2,933 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $592,254 | 2,788 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $515,656 | 2,707 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $8,970,211 | 74,085 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $10,114,545 | 73,980 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $14,137,679 | 73,826 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $14,810,105 | 73,565 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $16,140,516 | 73,386 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $15,064,730 | 62,885 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $16,046,341 | 62,996 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $13,390,737 | 62,556 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $10,317,181 | 62,430 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $11,366,066 | 62,008 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $9,231,467 | 61,898 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||