Position in BA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$659,800
-$154,033 QoQ
Shares Held
3,048
-25.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,389
of 2,613 holders
Holding Since
Dec 2020
22 quarters on record
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Summit Global Investments holds $5,905,983 across 7 Aerospace & Defense names. BA ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
4,411 | $2,247,228 | |
| 2 | GE |
General Electric Co
|
2,902 | $1,084,564 | |
| 3 | RTX |
RTX Corp
|
4,303 | $816,408 | |
| 4 | BA |
Boeing Co
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|
3,048 | $659,800 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
1,525 | $443,149 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
1,592 | $351,959 | |
| 7 | GD |
General Dynamics Corp
|
855 | $302,875 |
All Filings in BA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $659,800 | 3,048 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $813,833 | 4,089 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $891,060 | 4,104 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $209,355 | 970 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $203,244 | 970 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $422,145 | 2,385 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $245,240 | 1,613 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $828,145 | 4,550 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $820,207 | 4,250 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,096,335 | 4,206 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $806,589 | 4,208 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $858,365 | 4,065 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $848,020 | 3,992 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $757,959 | 3,979 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $481,777 | 3,979 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $541,684 | 3,962 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $806,023 | 4,209 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $746,695 | 3,709 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $815,757 | 3,709 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $828,638 | 3,459 | Shares | Sole | 2022-01-28 | |
| 2021-03-31 | $766,707 | 3,010 | Shares | Sole | 2022-01-27 | |
| 2020-12-31 | $627,409 | 2,931 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||