Position in BA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$309,984
+$16,017 QoQ
Shares Held
1,432
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,894
of 2,609 holders
Holding Since
Jun 2025
5 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, 2026MILESTONE ASSET MANAGEMENT, LLC holds $5,754,407 across 8 Aerospace & Defense names. BA ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
2,756 | $1,404,071 | |
| 2 | VVX |
V2X, Inc.
|
17,521 | $1,306,365 | |
| 3 | GE |
General Electric Co
|
2,675 | $999,727 | |
| 4 | RTX |
RTX Corp
|
4,799 | $910,513 | |
| 5 | RCAT |
Red Cat Holdings, Inc.
|
37,173 | $395,892 | |
| 6 | BA |
Boeing Co
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|
1,432 | $309,984 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
797 | $214,280 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
1,250 | $213,575 |
All Filings in BA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,984 | 1,432 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $293,967 | 1,477 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $319,817 | 1,473 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $220,145 | 1,020 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $204,710 | 977 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||