Position in BA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$828,647
+$56,411 QoQ
Shares Held
3,828
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,257
of 2,606 holders
Holding Since
Jun 2020
25 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, 2026Pinnacle Wealth Planning Services, Inc. holds $11,113,408 across 43 Aerospace & Defense names. BA ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
6,627 | $2,476,708 | |
| 2 | RTX |
RTX Corp
|
7,795 | $1,478,945 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
4,554 | $1,224,388 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
7,121 | $1,216,694 | |
| 5 | BA |
Boeing Co
This page
|
3,828 | $828,647 | |
| 6 | GD |
General Dynamics Corp
|
2,057 | $728,671 | |
| 7 | TDG |
TransDigm Group INC
|
333 | $443,569 | |
| 8 | HEI |
Heico Corp
|
1,335 | $350,795 |
All Filings in BA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $828,647 | 3,828 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $772,236 | 3,880 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $948,380 | 4,368 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $976,199 | 4,523 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $742,155 | 3,542 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $772,762 | 4,531 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $786,057 | 4,441 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $563,004 | 3,703 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $711,659 | 3,910 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $684,342 | 3,546 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $974,868 | 3,740 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $716,883 | 3,740 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $717,943 | 3,400 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $730,971 | 3,441 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $665,380 | 3,493 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $226,418 | 1,870 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $240,900 | 1,762 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $381,659 | 1,993 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $416,329 | 2,068 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $504,322 | 2,293 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $471,454 | 1,968 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $556,562 | 2,185 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $400,719 | 1,872 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $320,273 | 1,938 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $337,087 | 1,839 | Shares | Sole | 2020-07-27 | |
| No filing history on record for this holder in this stock. | ||||||