Position in BA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,296,746
+$264,451 QoQ
Shares Held
10,610
+3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#835
of 2,613 holders
Holding Since
Sep 2020
24 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, 2026Legacy Financial Advisors, Inc. holds $10,265,836 across 12 Aerospace & Defense names. BA ranks #2 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
8,132 | $3,039,172 | |
| 2 | BA |
Boeing Co
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|
10,610 | $2,296,746 | |
| 3 | RTX |
RTX Corp
|
8,793 | $1,668,295 | |
| 4 | GD |
General Dynamics Corp
|
1,915 | $678,369 | |
| 5 | LMT |
Lockheed Martin Corp
|
1,077 | $548,688 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
1,858 | $410,766 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
1,517 | $407,860 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
643 | $327,486 |
All Filings in BA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,296,746 | 10,610 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,032,295 | 10,211 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,186,398 | 10,070 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,198,660 | 10,187 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,158,787 | 10,303 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,674,459 | 9,818 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,941,690 | 10,970 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,285,802 | 8,457 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,714,898 | 9,422 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,619,186 | 8,390 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,898,908 | 7,285 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,249,370 | 6,518 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,149,977 | 5,446 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,096,138 | 5,160 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $934,162 | 4,904 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $503,329 | 4,157 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $510,239 | 3,732 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $668,526 | 3,491 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $649,659 | 3,227 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $580,421 | 2,639 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $610,638 | 2,549 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $518,100 | 2,034 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $408,640 | 1,909 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $246,237 | 1,490 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||