Position in BA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,019,107
+$316,678 QoQ
Shares Held
13,947
+2.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#738
of 2,609 holders
Holding Since
Mar 2020
22 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, 2026Magnus Financial Group LLC holds $9,795,543 across 7 Aerospace & Defense names. BA ranks #1 (30.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
13,947 | $3,019,107 | |
| 2 | LMT |
Lockheed Martin Corp
|
5,705 | $2,906,469 | |
| 3 | RTX |
RTX Corp
|
9,069 | $1,720,661 | |
| 4 | GE |
General Electric Co
|
3,743 | $1,398,871 | |
| 5 | AVAV |
AeroVironment Inc
|
1,661 | $274,181 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
479 | $243,959 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
864 | $232,295 |
All Filings in BA
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,019,107 | 13,947 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,702,429 | 13,578 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $3,072,465 | 14,151 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,782,264 | 12,891 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,522,950 | 12,041 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,779,859 | 10,436 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,805,400 | 10,200 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,479,957 | 9,734 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,736,375 | 9,540 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,799,824 | 9,326 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,294,589 | 8,803 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,520,789 | 7,934 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,624,876 | 7,695 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,597,686 | 7,521 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,331,144 | 6,988 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $681,801 | 5,631 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $728,170 | 5,326 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $872,282 | 4,555 | Shares | Sole | 2022-05-12 | |
| 2020-12-31 | $459,372 | 2,146 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $343,079 | 2,076 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $756,112 | 4,125 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $637,424 | 4,274 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||