Position in BA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,710,329
+$88,036 QoQ
Shares Held
7,901
-3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#940
of 2,609 holders
Holding Since
Sep 2021
20 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, 2026Herold Advisors, Inc. holds $8,387,680 across 8 Aerospace & Defense names. BA ranks #3 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
5,158 | $1,927,699 | |
| 2 | RTX |
RTX Corp
|
10,040 | $1,904,889 | |
| 3 | BA |
Boeing Co
This page
|
7,901 | $1,710,329 | |
| 4 | LMT |
Lockheed Martin Corp
|
3,174 | $1,617,026 | |
| 5 | BWXT |
BWX Technologies, Inc.
|
3,721 | $724,292 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
400 | $224,244 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
1,205 | $205,886 | |
| 8 | ACHR |
Archer Aviation Inc.
|
15,500 | $73,315 |
All Filings in BA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,710,329 | 7,901 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,622,293 | 8,151 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,679,640 | 7,736 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,582,249 | 7,331 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,326,534 | 6,331 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,255,248 | 7,360 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,183,245 | 6,685 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $993,581 | 6,535 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,222,197 | 6,715 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,327,771 | 6,880 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,665,617 | 6,390 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,244,194 | 6,491 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,317,849 | 6,241 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,432,840 | 6,745 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,304,094 | 6,846 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $665,455 | 5,496 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $710,397 | 5,196 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $908,859 | 4,746 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $878,963 | 4,366 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $751,315 | 3,416 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||