Position in BA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$459,565
+$34,437 QoQ
Shares Held
2,123
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,604
of 2,609 holders
Holding Since
Dec 2020
23 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, 2026Journey Advisory Group, LLC holds $22,800,864 across 8 Aerospace & Defense names. BA ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
28,296 | $10,575,064 | |
| 2 | RTX |
RTX Corp
|
27,147 | $5,150,600 | |
| 3 | LMT |
Lockheed Martin Corp
|
9,833 | $5,009,520 | |
| 4 | BA |
Boeing Co
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|
2,123 | $459,565 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
2,052 | $453,656 | |
| 6 | GD |
General Dynamics Corp
|
1,253 | $443,862 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
774 | $394,205 | |
| 8 | HEI |
Heico Corp
|
1,219 | $314,392 |
All Filings in BA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,565 | 2,123 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $425,128 | 2,136 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $416,436 | 1,918 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $439,861 | 2,038 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $427,022 | 2,038 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $285,159 | 1,672 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $261,606 | 1,478 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $224,715 | 1,478 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $269,010 | 1,478 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $523,774 | 2,714 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $803,875 | 3,084 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $587,307 | 3,064 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $646,994 | 3,064 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $757,737 | 3,567 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $608,806 | 3,196 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $279,694 | 2,310 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $419,730 | 3,070 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $410,767 | 2,145 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $237,557 | 1,180 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $424,484 | 1,930 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $689,932 | 2,880 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $788,358 | 3,095 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $667,867 | 3,120 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||