Position in BA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$50,221
+$4,047 QoQ
Shares Held
232
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,428
of 2,609 holders
Holding Since
Dec 2020
21 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, 2026GoalVest Advisory LLC holds $4,694,109 across 14 Aerospace & Defense names. BA ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
7,174 | $2,681,139 | |
| 2 | LMT |
Lockheed Martin Corp
|
2,823 | $1,438,205 | |
| 3 | PL |
Planet Labs PBC
|
5,989 | $198,415 | |
| 4 | GD |
General Dynamics Corp
|
345 | $122,212 | |
| 5 | RTX |
RTX Corp
|
388 | $73,615 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
203 | $58,989 | |
| 7 | BA |
Boeing Co
This page
|
232 | $50,221 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
68 | $34,633 |
All Filings in BA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,221 | 232 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $46,174 | 232 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $71,432 | 329 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $100,576 | 466 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $97,640 | 466 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $75,212 | 441 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $79,650 | 450 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $65,985 | 434 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $78,992 | 434 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $83,757 | 434 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $58,648 | 225 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $43,128 | 225 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $42,232 | 200 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $42,486 | 200 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $38,098 | 200 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $24,216 | 200 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $133,438 | 976 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $319,039 | 1,666 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $676,517 | 2,824 | Shares | Sole | 2021-09-01 | |
| 2021-03-31 | $660,998 | 2,595 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $537,290 | 2,510 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||