Position in BA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$64,291
New position
Shares Held
297
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,392
of 2,606 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Planning Strategies Inc. holds $779,418 across 26 Aerospace & Defense names. BA ranks #5 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
534 | $199,571 | |
| 2 | RTX |
RTX Corp
|
753 | $142,866 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
429 | $115,340 | |
| 4 | GD |
General Dynamics Corp
|
219 | $77,578 | |
| 5 | BA |
Boeing Co
This page
|
297 | $64,291 | |
| 6 | RKLB |
Rocket Lab Corp
|
517 | $52,553 | |
| 7 | WWD |
Woodward, Inc.
|
118 | $50,201 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
166 | $36,652 |
All Filings in BA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,291 | 297 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||