Position in BA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$338,342
+$63,482 QoQ
Shares Held
1,563
+13.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,831
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, 2026Morton Capital Management LLC/CA holds $2,137,203 across 4 Aerospace & Defense names. BA ranks #3 (15.8% of the industry book) .
All Filings in BA
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,342 | 1,563 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $274,860 | 1,381 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $299,842 | 1,381 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $296,982 | 1,376 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $288,313 | 1,376 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $277,314 | 1,626 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $292,227 | 1,651 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $249,649 | 1,642 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $300,680 | 1,652 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $318,819 | 1,652 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $441,558 | 1,694 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $351,157 | 1,832 | Shares | Sole | 2023-12-05 | |
| 2023-06-30 | $385,367 | 1,825 | Shares | Sole | 2023-12-05 | |
| 2023-03-31 | $387,684 | 1,825 | Shares | Sole | 2023-12-05 | |
| 2022-12-31 | $434,698 | 2,282 | Shares | Sole | 2023-12-05 | |
| 2022-09-30 | $218,549 | 1,805 | Shares | Sole | 2023-12-05 | |
| 2022-06-30 | $261,682 | 1,914 | Shares | Sole | 2023-12-05 | |
| 2022-03-31 | $389,702 | 2,035 | Shares | Sole | 2023-12-05 | |
| 2021-12-31 | $327,547 | 1,627 | Shares | Sole | 2023-12-05 | |
| No filing history on record for this holder in this stock. | ||||||