Position in BA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$3,007,850
+$295,271 QoQ
Shares Held
13,895
+2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#744
of 2,613 holders
Holding Since
Jun 2021
20 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, 2026Apella Capital, LLC holds $26,336,330 across 8 Aerospace & Defense names. BA ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GD |
General Dynamics Corp
|
27,919 | $9,890,026 | |
| 2 | RTX |
RTX Corp
|
16,667 | $3,162,229 | |
| 3 | GE |
General Electric Co
|
8,241 | $3,079,908 | |
| 4 | BA |
Boeing Co
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|
13,895 | $3,007,850 | |
| 5 | LMT |
Lockheed Martin Corp
|
5,656 | $2,881,505 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
5,635 | $2,869,961 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
4,217 | $1,225,418 | |
| 8 | HII |
Huntington Ingalls Industries, Inc.
|
784 | $219,433 |
All Filings in BA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,007,850 | 13,895 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,712,579 | 13,629 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,142,323 | 9,867 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,152,040 | 9,971 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,999,754 | 9,544 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,738,927 | 10,196 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,534,944 | 8,672 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,205,373 | 7,928 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $1,425,320 | 7,831 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,434,108 | 7,431 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,772,488 | 6,800 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $1,288,472 | 6,722 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,369,583 | 6,486 | Shares | Sole | 2023-07-06 | |
| 2022-12-31 | $1,213,802 | 6,372 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $1,418,694 | 11,717 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $1,251,124 | 9,151 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $597,863 | 3,122 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $604,362 | 3,002 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $660,259 | 3,002 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $654,477 | 2,732 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||