Position in BA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$666,944
+$223,307 QoQ
Shares Held
3,081
+38.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,376
of 2,609 holders
Holding Since
Mar 2020
26 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, 2026Cooper Financial Group holds $8,495,050 across 9 Aerospace & Defense names. BA ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
11,740 | $2,227,430 | |
| 2 | GE |
General Electric Co
|
5,189 | $1,939,284 | |
| 3 | LMT |
Lockheed Martin Corp
|
2,112 | $1,075,979 | |
| 4 | BWXT |
BWX Technologies, Inc.
|
3,988 | $776,264 | |
| 5 | BA |
Boeing Co
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|
3,081 | $666,944 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
1,300 | $662,103 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
2,389 | $642,306 | |
| 8 | CW |
Curtiss Wright Corp
|
344 | $260,669 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $666,944 | 3,081 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $443,637 | 2,229 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $461,162 | 2,124 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $374,896 | 1,737 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $391,192 | 1,867 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $389,877 | 2,286 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $539,142 | 3,046 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $486,375 | 3,199 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $580,247 | 3,188 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $624,708 | 3,237 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,652,063 | 6,338 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,148,354 | 5,991 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,285,964 | 6,090 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $1,243,777 | 5,855 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,119,509 | 5,877 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $712,313 | 5,883 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $902,762 | 6,603 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,203,577 | 6,285 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,198,256 | 5,952 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,021,975 | 13,740 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $3,346,174 | 13,968 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $3,505,456 | 13,762 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,337,837 | 15,593 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,295,626 | 13,891 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,116,198 | 11,545 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,622,941 | 10,882 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||