Position in BA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$261,279
+$46,128 QoQ
Shares Held
1,207
+11.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,043
of 2,622 holders
Holding Since
Mar 2020
23 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, 2026Symphony Financial, Ltd. Co. holds $16,891,687 across 10 Aerospace & Defense names. BA ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPCX |
Space Exploration Technologies Corp
|
24,553 | $4,195,125 | |
| 2 | GE |
General Electric Co
|
10,078 | $3,766,450 | |
| 3 | RTX |
RTX Corp
|
15,910 | $3,018,604 | |
| 4 | GD |
General Dynamics Corp
|
7,885 | $2,793,182 | |
| 5 | LMT |
Lockheed Martin Corp
|
3,287 | $1,674,595 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
1,947 | $430,442 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
559 | $284,704 | |
| 8 | BA |
Boeing Co
This page
|
1,207 | $261,279 |
All Filings in BA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,279 | 1,207 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $215,151 | 1,081 | Shares | Sole | 2026-05-01 | |
| 2025-09-30 | $271,082 | 1,256 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $370,868 | 1,770 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $237,711 | 1,343 | Shares | Sole | 2025-01-24 | |
| 2024-06-30 | $528,739 | 2,905 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,027,092 | 5,322 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,499,055 | 5,751 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $989,260 | 5,161 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,584,122 | 7,502 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,520,361 | 7,157 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $704,813 | 3,700 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $406,344 | 3,356 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $885,945 | 6,480 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $405,980 | 2,120 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $376,468 | 1,870 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $922,428 | 4,194 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $3,346,653 | 13,970 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $5,744,954 | 22,554 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $5,801,026 | 27,100 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $421,247 | 2,549 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $772,976 | 4,217 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $204,321 | 1,370 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||