Position in BA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$690,755
+$55,651 QoQ
Shares Held
3,191
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,356
of 2,613 holders
Holding Since
Mar 2020
26 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, 2026Abbot Financial Management, Inc. holds $7,721,930 across 7 Aerospace & Defense names. BA ranks #3 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
6,678 | $3,402,173 | |
| 2 | RTX |
RTX Corp
|
11,646 | $2,209,595 | |
| 3 | BA |
Boeing Co
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|
3,191 | $690,755 | |
| 4 | RKLB |
Rocket Lab Corp
|
4,735 | $481,312 | |
| 5 | GE |
General Electric Co
|
998 | $372,982 | |
| 6 | AVAV |
AeroVironment Inc
|
2,065 | $340,869 | |
| 7 | AXON |
Axon Enterprise, Inc.
|
400 | $224,244 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $690,755 | 3,191 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $635,104 | 3,191 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $725,397 | 3,341 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $721,088 | 3,341 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $715,754 | 3,416 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $582,598 | 3,416 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $662,157 | 3,741 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $672,777 | 4,425 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $850,896 | 4,675 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $944,300 | 4,893 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,464,387 | 5,618 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,086,442 | 5,668 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,157,156 | 5,480 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,172,613 | 5,520 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,108,651 | 5,820 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $749,485 | 6,190 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $831,257 | 6,080 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,159,532 | 6,055 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,076,055 | 5,345 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,214,068 | 5,520 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,322,371 | 5,520 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,418,535 | 5,569 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,181,397 | 5,519 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $946,609 | 5,728 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,047,376 | 5,714 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $926,755 | 6,214 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||