Position in BA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$705,692
+$50,685 QoQ
Shares Held
3,260
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,346
of 2,609 holders
Holding Since
Dec 2022
15 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, 2026Zhang Financial LLC holds $8,949,794 across 9 Aerospace & Defense names. BA ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
6,175 | $3,145,915 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
5,685 | $1,255,248 | |
| 3 | RTX |
RTX Corp
|
6,099 | $1,157,163 | |
| 4 | GE |
General Electric Co
|
2,722 | $1,017,293 | |
| 5 | BA |
Boeing Co
This page
|
3,260 | $705,692 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
3,750 | $640,725 | |
| 7 | TDG |
TransDigm Group INC
|
398 | $530,151 | |
| 8 | GD |
General Dynamics Corp
|
752 | $266,388 |
All Filings in BA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $705,692 | 3,260 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $655,007 | 3,291 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $387,559 | 1,785 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $319,860 | 1,482 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $317,647 | 1,516 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $205,512 | 1,205 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $225,321 | 1,273 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $233,989 | 1,539 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $272,832 | 1,499 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $288,327 | 1,494 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $414,449 | 1,590 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $251,292 | 1,311 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $282,954 | 1,340 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $274,247 | 1,291 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $245,922 | 1,291 | Shares | Sole | 2023-05-17 | |
| No filing history on record for this holder in this stock. | ||||||