Position in BA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,703,599
+$1,623,620 QoQ
Shares Held
72,544
+2.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#327
of 2,613 holders
Holding Since
Jun 2021
21 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, 2026Summit Financial, LLC holds $65,396,148 across 23 Aerospace & Defense names. BA ranks #1 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
72,544 | $15,703,599 | |
| 2 | GE |
General Electric Co
|
26,872 | $10,042,872 | |
| 3 | RTX |
RTX Corp
|
46,509 | $8,824,152 | |
| 4 | EMBJ |
Embraer S.A.
|
79,380 | $5,064,444 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
27,493 | $4,697,453 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
13,417 | $2,966,230 | |
| 7 | LMT |
Lockheed Martin Corp
|
5,797 | $2,953,339 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
5,547 | $2,825,142 |
All Filings in BA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,703,599 | 72,544 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $14,079,979 | 70,743 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,914,945 | 22,637 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,078,755 | 18,898 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,580,658 | 17,089 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,210,839 | 12,963 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,263,830 | 12,790 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,544,574 | 10,159 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,804,811 | 9,916 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,591,974 | 8,249 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $9,669,182 | 37,095 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,327,165 | 33,009 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,684,423 | 7,977 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,463,855 | 6,891 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,699,551 | 8,922 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,771,642 | 14,632 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,549,857 | 11,336 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,849,890 | 9,660 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,716,655 | 8,527 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,695,297 | 7,708 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $888,288 | 3,708 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||