Position in BA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$224,912
+$18,120 QoQ
Shares Held
1,039
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,163
of 2,613 holders
Holding Since
Jun 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026LifeSteps Financial, Inc. holds $1,798,883 across 17 Aerospace & Defense names. BA ranks #2 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
1,725 | $644,684 | |
| 2 | BA |
Boeing Co
This page
|
1,039 | $224,912 | |
| 3 | RTX |
RTX Corp
|
878 | $166,582 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
305 | $155,339 | |
| 5 | GD |
General Dynamics Corp
|
392 | $138,862 | |
| 6 | LMT |
Lockheed Martin Corp
|
256 | $130,421 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
645 | $110,204 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
489 | $107,971 |
All Filings in BA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,912 | 1,039 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $206,792 | 1,039 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $228,193 | 1,051 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $226,837 | 1,051 | Shares | Sole | 2025-10-16 | |
| 2024-03-31 | $190,288 | 986 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $230,944 | 886 | Shares | Sole | 2024-01-19 | |
| 2021-06-30 | $209,135 | 873 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $294,965 | 1,158 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $231,826 | 1,083 | Shares | Sole | 2021-01-25 | |
| 2020-06-30 | $216,843 | 1,183 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||