Position in BA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,094,255
+$92,538 QoQ
Shares Held
5,055
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,113
of 2,613 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, 2026Carson Advisory Inc. holds $4,087,785 across 7 Aerospace & Defense names. BA ranks #2 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
3,430 | $1,281,893 | |
| 2 | BA |
Boeing Co
This page
|
5,055 | $1,094,255 | |
| 3 | RTX |
RTX Corp
|
3,360 | $637,492 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
663 | $337,672 | |
| 5 | LMT |
Lockheed Martin Corp
|
500 | $254,730 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
863 | $250,779 | |
| 7 | GD |
General Dynamics Corp
|
652 | $230,964 |
All Filings in BA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,094,255 | 5,055 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,001,717 | 5,033 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,087,336 | 5,008 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,075,480 | 4,983 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,044,087 | 4,983 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $841,323 | 4,933 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $859,866 | 4,858 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $717,324 | 4,718 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $869,279 | 4,776 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $954,914 | 4,948 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $976,171 | 3,745 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $727,425 | 3,795 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $815,077 | 3,860 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $819,979 | 3,860 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $556,230 | 2,920 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $359,607 | 2,970 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $406,058 | 2,970 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $549,605 | 2,870 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $577,788 | 2,870 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||