Position in BA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$609,363
+$13,468 QoQ
Shares Held
2,815
-6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,435
of 2,609 holders
Holding Since
Dec 2021
18 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, 2026Forum Financial Management, LP holds $7,442,456 across 10 Aerospace & Defense names. BA ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
7,084 | $2,647,502 | |
| 2 | LMT |
Lockheed Martin Corp
|
4,125 | $2,101,521 | |
| 3 | RTX |
RTX Corp
|
3,633 | $689,289 | |
| 4 | BA |
Boeing Co
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|
2,815 | $609,363 | |
| 5 | GD |
General Dynamics Corp
|
935 | $331,214 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
1,177 | $259,881 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
861 | $231,488 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
453 | $230,717 |
All Filings in BA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $609,363 | 2,815 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $595,895 | 2,994 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,447,104 | 6,665 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,747,359 | 8,096 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,357,754 | 6,480 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,001,128 | 5,870 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $901,445 | 5,929 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $963,742 | 5,295 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,207,538 | 6,257 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,543,107 | 5,920 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,072,257 | 5,594 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $1,164,124 | 5,513 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,029,434 | 4,846 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $877,015 | 4,604 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $600,798 | 4,962 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $495,336 | 3,623 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $884,730 | 4,620 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $971,369 | 4,825 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||