Position in BA
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,168,072
+$107,243 QoQ
Shares Held
5,396
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#1,078
of 2,609 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026InvesTrust holds $2,139,102 across 2 Aerospace & Defense names. BA ranks #1 (54.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
5,396 | $1,168,072 | |
| 2 | LMT |
Lockheed Martin Corp
|
1,906 | $971,030 |
All Filings in BA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,168,072 | 5,396 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,060,829 | 5,330 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $792,488 | 3,650 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||