Position in BA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,445,918
-$326,109 QoQ
Shares Held
34,397
-3.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#168
of 1,575 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Derivatives in BA
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$688
PutShares
200
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, 2026Global Retirement Partners, LLC holds $59,256,635 across 57 Aerospace & Defense names. BA ranks #3 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
73,028 | $13,855,602 | |
| 2 | GE |
General Electric Co
|
30,567 | $11,423,804 | |
| 3 | BA |
Boeing Co
This page
|
34,397 | $7,445,918 | |
| 4 | LMT |
Lockheed Martin Corp
|
9,385 | $4,781,282 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
25,113 | $4,290,807 | |
| 6 | GD |
General Dynamics Corp
|
6,586 | $2,333,024 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
7,834 | $2,106,249 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
2,725 | $1,387,869 |
All Filings in BA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,445,918 | 34,397 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $7,772,027 | 35,796 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,768,897 | 45,262 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $9,666,037 | 46,132 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $4,044,804 | 22,852 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,673,015 | 17,581 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,524,805 | 19,366 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,398,553 | 17,610 | Shares | Sole | 2024-04-23 | |
| 2024-03-31 | $688 | 200 | Put | Sole | 2024-04-23 | |
| 2023-12-31 | $6,328,564 | 24,279 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $3,367,625 | 17,569 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,139,949 | 14,870 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $3,201,320 | 15,070 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,000,788 | 15,753 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,603,825 | 13,246 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,702,710 | 12,454 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,286,318 | 11,939 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $2,544,925 | 11,571 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,679,478 | 11,185 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $2,941,506 | 11,548 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,397,472 | 11,200 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,724,653 | 10,436 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,694,058 | 9,242 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,226,079 | 8,221 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||