Position in BA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,220,890
+$248,629 QoQ
Shares Held
5,640
+15.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,062
of 2,609 holders
Holding Since
Dec 2021
19 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, 2026Lifeworks Advisors, LLC holds $16,324,638 across 9 Aerospace & Defense names. BA ranks #3 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
41,628 | $7,898,080 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
12,463 | $2,755,320 | |
| 3 | BA |
Boeing Co
This page
|
5,640 | $1,220,890 | |
| 4 | GE |
General Electric Co
|
2,725 | $1,018,414 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
3,771 | $1,013,871 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
1,744 | $977,703 | |
| 7 | LMT |
Lockheed Martin Corp
|
1,497 | $762,661 | |
| 8 | GD |
General Dynamics Corp
|
980 | $347,155 |
All Filings in BA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,220,890 | 5,640 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $972,261 | 4,885 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $442,056 | 2,036 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $480,221 | 2,225 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $461,804 | 2,204 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $403,180 | 2,364 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $379,665 | 2,145 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $318,675 | 2,096 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $526,918 | 2,895 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $369,382 | 1,914 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $512,196 | 1,965 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $400,227 | 2,088 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $457,161 | 2,165 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $496,024 | 2,335 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $479,463 | 2,517 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $387,213 | 3,198 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $635,201 | 4,646 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $742,828 | 3,879 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,044,850 | 5,190 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||