Position in BA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$346,568
+$66,135 QoQ
Shares Held
1,601
+13.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,811
of 2,609 holders
Holding Since
Dec 2022
15 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, 2026Beaumont Financial Advisors, LLC holds $8,265,037 across 9 Aerospace & Defense names. BA ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GD |
General Dynamics Corp
|
9,198 | $3,258,299 | |
| 2 | RTX |
RTX Corp
|
8,350 | $1,584,245 | |
| 3 | GE |
General Electric Co
|
2,879 | $1,075,968 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
2,706 | $598,242 | |
| 5 | LMT |
Lockheed Martin Corp
|
948 | $482,968 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
1,309 | $351,937 | |
| 7 | BA |
Boeing Co
This page
|
1,601 | $346,568 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
580 | $295,399 |
All Filings in BA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,568 | 1,601 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $280,433 | 1,409 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $313,087 | 1,442 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $310,579 | 1,439 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $298,370 | 1,424 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $232,459 | 1,363 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $202,134 | 1,142 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $228,668 | 1,504 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $282,843 | 1,554 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $306,854 | 1,590 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $446,510 | 1,713 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $311,671 | 1,626 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $377,976 | 1,790 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $354,545 | 1,669 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $323,452 | 1,698 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||