Position in BA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,106,594
+$174,736 QoQ
Shares Held
5,112
+9.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,103
of 2,609 holders
Holding Since
Dec 2020
23 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, 2026PDS Planning, Inc holds $10,107,618 across 13 Aerospace & Defense names. BA ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
8,502 | $3,177,452 | |
| 2 | RTX |
RTX Corp
|
7,810 | $1,481,791 | |
| 3 | BA |
Boeing Co
This page
|
5,112 | $1,106,594 | |
| 4 | LMT |
Lockheed Martin Corp
|
1,905 | $970,521 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
1,909 | $513,253 | |
| 6 | GD |
General Dynamics Corp
|
1,396 | $494,519 | |
| 7 | ESLT |
Elbit Systems Ltd
|
613 | $465,095 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
841 | $428,329 |
All Filings in BA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,106,594 | 5,112 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $931,858 | 4,682 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,027,411 | 4,732 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $860,082 | 3,985 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $771,698 | 3,683 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $626,430 | 3,673 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $532,593 | 3,009 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $427,384 | 2,811 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $530,741 | 2,916 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $529,757 | 2,745 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $719,942 | 2,762 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $495,492 | 2,585 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $546,693 | 2,589 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $511,743 | 2,409 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $354,501 | 1,861 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $216,127 | 1,785 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $207,677 | 1,519 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $285,143 | 1,489 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $283,055 | 1,406 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $375,437 | 1,707 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $382,816 | 1,598 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $387,174 | 1,520 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $312,741 | 1,461 | Shares | Sole | 2021-01-21 | |
| No filing history on record for this holder in this stock. | ||||||