Position in BA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$610,225
-$64,086 QoQ
Shares Held
2,819
-16.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,431
of 2,609 holders
Holding Since
Mar 2023
14 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, 2026Advisor OS, LLC holds $33,251,662 across 12 Aerospace & Defense names. BA ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOC |
Northrop Grumman Corp /De/
|
48,628 | $24,766,725 | |
| 2 | RTX |
RTX Corp
|
14,599 | $2,769,866 | |
| 3 | GE |
General Electric Co
|
5,793 | $2,165,015 | |
| 4 | LMT |
Lockheed Martin Corp
|
1,897 | $966,444 | |
| 5 | BA |
Boeing Co
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|
2,819 | $610,225 | |
| 6 | GD |
General Dynamics Corp
|
1,025 | $363,094 | |
| 7 | SARO |
StandardAero, Inc.
|
12,045 | $360,263 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
1,192 | $320,477 |
All Filings in BA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $610,225 | 2,819 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $674,311 | 3,388 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $650,272 | 2,995 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $630,869 | 2,923 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $555,043 | 2,649 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $383,906 | 2,251 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $403,029 | 2,277 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $335,853 | 2,209 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $402,057 | 2,209 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $430,365 | 2,230 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $566,673 | 2,174 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $373,391 | 1,948 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $396,979 | 1,880 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $257,888 | 1,214 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||