Position in BA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,339,756
+$713,377 QoQ
Shares Held
29,287
+3.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#505
of 2,609 holders
Holding Since
Mar 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, 2026Keystone Financial Group holds $13,339,739 across 10 Aerospace & Defense names. BA ranks #1 (47.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
29,287 | $6,339,756 | |
| 2 | GE |
General Electric Co
|
6,452 | $2,411,305 | |
| 3 | LMT |
Lockheed Martin Corp
|
3,104 | $1,581,363 | |
| 4 | RTX |
RTX Corp
|
3,683 | $698,775 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
3,242 | $553,928 | |
| 6 | RKLB |
Rocket Lab Corp
|
4,315 | $438,619 | |
| 7 | HEI |
Heico Corp
|
1,000 | $356,190 | |
| 8 | ACHR |
Archer Aviation Inc.
|
72,812 | $344,400 |
All Filings in BA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,339,756 | 29,287 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,626,379 | 28,269 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,831,408 | 26,858 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,346,049 | 29,403 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $5,310,537 | 25,345 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,194,165 | 24,592 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,268,886 | 24,118 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,709,233 | 11,242 | Shares | Sole | 2025-02-19 | |
| 2024-06-30 | $2,287,137 | 12,566 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,553,643 | 13,232 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,541,066 | 13,585 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,687,353 | 14,020 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,948,004 | 13,961 | Shares | Sole | 2023-08-07 | |
| 2022-12-31 | $2,783,249 | 14,611 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,883,641 | 15,557 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,972,596 | 14,428 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,554,035 | 13,337 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,381,011 | 11,827 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,672,490 | 12,151 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,155,963 | 13,174 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,395,927 | 13,332 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,821,310 | 13,180 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,054,689 | 6,382 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,148,374 | 6,265 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $796,407 | 5,340 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||