Position in BA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$179,453
+$14,458 QoQ
Shares Held
829
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,275
of 2,609 holders
Holding Since
Mar 2020
26 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, 2026Center for Financial Planning, Inc. holds $1,947,064 across 12 Aerospace & Defense names. BA ranks #5 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
3,291 | $624,401 | |
| 2 | GE |
General Electric Co
|
1,194 | $446,233 | |
| 3 | LMT |
Lockheed Martin Corp
|
551 | $280,712 | |
| 4 | HWM |
Howmet Aerospace Inc.
|
700 | $188,202 | |
| 5 | BA |
Boeing Co
This page
|
829 | $179,453 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
530 | $90,555 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
207 | $60,152 | |
| 8 | GD |
General Dynamics Corp
|
78 | $27,630 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $179,453 | 829 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $164,995 | 829 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $181,078 | 834 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $95,396 | 442 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $92,612 | 442 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $85,616 | 502 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $99,474 | 562 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $76,324 | 502 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $157,620 | 866 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $217,692 | 1,128 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $292,199 | 1,121 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $214,873 | 1,121 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $236,710 | 1,121 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $238,134 | 1,121 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $232,588 | 1,221 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $147,838 | 1,221 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $166,935 | 1,221 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $233,821 | 1,221 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $157,029 | 780 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $297,578 | 1,353 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $351,434 | 1,467 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $399,146 | 1,567 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $348,275 | 1,627 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $278,297 | 1,684 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $308,677 | 1,684 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $251,151 | 1,684 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||