Position in BA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$270,154
+$30,124 QoQ
Shares Held
1,248
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,011
of 2,613 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Derivatives in BA
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$523,708
PutShares
3,169
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Cypress Wealth Services, LLC holds $2,480,321 across 7 Aerospace & Defense names. BA ranks #5 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
3,377 | $640,718 | |
| 2 | GE |
General Electric Co
|
1,050 | $392,416 | |
| 3 | LMT |
Lockheed Martin Corp
|
767 | $390,755 | |
| 4 | HII |
Huntington Ingalls Industries, Inc.
|
1,139 | $318,794 | |
| 5 | BA |
Boeing Co
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|
1,248 | $270,154 | |
| 6 | GD |
General Dynamics Corp
|
743 | $263,200 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
703 | $204,284 |
All Filings in BA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,154 | 1,248 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $240,030 | 1,206 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $230,147 | 1,060 | Shares | Sole | 2026-01-14 | |
| 2023-09-30 | $236,724 | 1,235 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $281,898 | 1,335 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $283,594 | 1,335 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $255,256 | 1,340 | Shares | Sole | 2023-01-19 | |
| 2022-06-30 | $206,037 | 1,507 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $320,379 | 1,673 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $393,580 | 1,955 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $311,874 | 1,418 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $323,166 | 1,349 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $729,008 | 2,862 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $635,544 | 2,969 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $523,708 | 3,169 | Put | Sole | 2020-10-23 | |
| 2020-06-30 | $711,020 | 3,879 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $756,438 | 5,072 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||