Position in BA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,404,231
+$1,175,263 QoQ
Shares Held
38,824
+6.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#136
of 1,478 holders
Holding Since
Dec 2023
3 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, 2026SIERRA SUMMIT ADVISORS LLC holds $19,104,915 across 6 Aerospace & Defense names. BA ranks #1 (44.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
38,824 | $8,404,231 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
36,450 | $6,227,847 | |
| 3 | GD |
General Dynamics Corp
|
5,197 | $1,840,985 | |
| 4 | LMT |
Lockheed Martin Corp
|
2,320 | $1,181,947 | |
| 5 | RTX |
RTX Corp
|
6,069 | $1,151,471 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
1,110 | $298,434 |
All Filings in BA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,404,231 | 38,824 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,228,968 | 36,321 | Shares | Sole | 2026-04-27 | |
| 2023-12-31 | $5,940,441 | 22,790 | Shares | Sole | 2024-02-22 | |
| No filing history on record for this holder in this stock. | ||||||