Position in BA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$359,123
+$27,739 QoQ
Shares Held
1,659
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,782
of 2,613 holders
Holding Since
Dec 2020
6 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, 2026SageGuard Financial Group, LLC holds $26,837,753 across 9 Aerospace & Defense names. BA ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
40,741 | $15,226,133 | |
| 2 | LMT |
Lockheed Martin Corp
|
12,986 | $6,615,847 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
4,481 | $2,282,218 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
4,007 | $884,745 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
4,026 | $687,882 | |
| 6 | BA |
Boeing Co
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|
1,659 | $359,123 | |
| 7 | AXON |
Axon Enterprise, Inc.
|
532 | $298,244 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
855 | $248,454 |
All Filings in BA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,123 | 1,659 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $331,384 | 1,665 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $445,964 | 2,054 | Shares | Sole | 2026-01-27 | |
| 2021-06-30 | $2,171,371 | 9,064 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,725,473 | 6,774 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,501,844 | 7,016 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||