Position in BA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$647,245
-$633,513 QoQ
Shares Held
2,990
-53.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,401
of 2,613 holders
Holding Since
Mar 2021
16 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, 2026AM INVESTMENT STRATEGIES LLC holds $24,359,124 across 6 Aerospace & Defense names. BA ranks #3 (2.7% of the industry book) .
All Filings in BA
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $647,245 | 2,990 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,280,758 | 6,435 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $729,740 | 3,361 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $581,230 | 2,693 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $317,857 | 1,517 | Shares | Sole | 2025-07-15 | |
| 2024-06-30 | $203,851 | 1,120 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $210,359 | 1,090 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $212,437 | 815 | Shares | Sole | 2024-02-02 | |
| 2022-12-31 | $955,878 | 5,018 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $719,941 | 5,946 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $793,933 | 5,807 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $850,643 | 4,442 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $769,847 | 3,824 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $543,471 | 2,471 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $383,775 | 1,602 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $262,106 | 1,029 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||