Position in BA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$12,414,554
+$1,492,982 QoQ
Shares Held
57,350
+4.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#369
of 2,613 holders
Holding Since
Dec 2025
3 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, 2026Foster Victor Wealth Advisors, LLC holds $44,452,605 across 8 Aerospace & Defense names. BA ranks #2 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
33,289 | $16,959,413 | |
| 2 | BA |
Boeing Co
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|
57,350 | $12,414,554 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
38,216 | $11,105,187 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
10,823 | $1,849,217 | |
| 5 | GE |
General Electric Co
|
2,699 | $1,008,697 | |
| 6 | RTX |
RTX Corp
|
3,311 | $628,196 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
1,113 | $245,750 | |
| 8 | GD |
General Dynamics Corp
|
682 | $241,591 |
All Filings in BA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,414,554 | 57,350 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $10,921,572 | 54,874 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $8,244,046 | 37,970 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||