Position in BA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$208,677
+$16,813 QoQ
Shares Held
964
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,222
of 2,609 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $1,424,798 across 12 Aerospace & Defense names. BA ranks #3 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
1,679 | $627,492 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
1,475 | $325,680 | |
| 3 | BA |
Boeing Co
This page
|
964 | $208,677 | |
| 4 | RTX |
RTX Corp
|
512 | $97,141 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
166 | $44,630 | |
| 6 | GD |
General Dynamics Corp
|
113 | $40,029 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
200 | $34,172 | |
| 8 | LMT |
Lockheed Martin Corp
|
26 | $13,245 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,677 | 964 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $191,864 | 964 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $100,743 | 464 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $100,145 | 464 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $97,221 | 464 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $79,135 | 464 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $82,128 | 464 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $70,546 | 464 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $84,452 | 464 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $89,547 | 464 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $45,876 | 176 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $33,735 | 176 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $37,164 | 176 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $37,387 | 176 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $53,908 | 283 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $34,265 | 283 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $45,527 | 333 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $63,769 | 333 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $56,973 | 283 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $113,049 | 514 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $123,133 | 514 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $492 | 125,442 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $105,317 | 492 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $90,727 | 549 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $100,631 | 549 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $81,877 | 549 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||