Position in BA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,063,517
+$173,058 QoQ
Shares Held
4,913
+9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,122
of 2,609 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Global Financial Private Client, LLC holds $9,808,045 across 8 Aerospace & Defense names. BA ranks #6 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
11,883 | $2,254,561 | |
| 2 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
33,550 | $1,672,802 | |
| 3 | GE |
General Electric Co
|
3,918 | $1,464,274 | |
| 4 | LMT |
Lockheed Martin Corp
|
2,715 | $1,383,183 | |
| 5 | GD |
General Dynamics Corp
|
3,101 | $1,098,497 | |
| 6 | BA |
Boeing Co
This page
|
4,913 | $1,063,517 | |
| 7 | RKLB |
Rocket Lab Corp
|
6,122 | $622,301 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
444 | $248,910 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,063,517 | 4,913 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $890,459 | 4,474 | Shares | Other | 2026-04-20 | |
| 2025-12-31 | $873,907 | 4,025 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $859,218 | 3,981 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $834,976 | 3,985 | Shares | Other | 2025-07-10 | |
| 2025-03-31 | $655,594 | 3,844 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $672,069 | 3,797 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $600,405 | 3,949 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $710,203 | 3,902 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $471,281 | 2,442 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $952,712 | 3,655 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $655,737 | 3,421 | Shares | Sole | 2024-05-16 | |
| 2023-06-30 | $724,278 | 3,430 | Shares | Sole | 2024-05-16 | |
| 2023-03-31 | $694,646 | 3,270 | Shares | Sole | 2024-05-16 | |
| 2022-12-31 | $635,093 | 3,334 | Shares | Sole | 2024-05-16 | |
| 2022-09-30 | $351,010 | 2,899 | Shares | Sole | 2024-05-16 | |
| 2022-06-30 | $181,564 | 1,328 | Shares | Sole | 2024-05-16 | |
| 2022-03-31 | $999,438 | 5,219 | Shares | Sole | 2024-05-16 | |
| 2021-12-31 | $1,008,613 | 5,010 | Shares | Sole | 2024-05-16 | |
| 2021-09-30 | $1,062,310 | 4,830 | Shares | Sole | 2024-05-16 | |
| 2021-06-30 | $1,223,912 | 5,109 | Shares | Sole | 2024-05-16 | |
| 2021-03-31 | $1,073,390 | 4,214 | Shares | Sole | 2024-05-16 | |
| 2020-12-31 | $780,248 | 3,645 | Shares | Sole | 2024-05-16 | |
| 2020-09-30 | $576,592 | 3,489 | Shares | Sole | 2024-05-16 | |
| 2020-06-30 | $647,415 | 3,532 | Shares | Sole | 2024-05-16 | |
| 2020-03-31 | $501,706 | 3,364 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||