Position in BA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,899,091
+$76,972 QoQ
Shares Held
8,773
-4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#899
of 2,609 holders
Holding Since
Mar 2020
26 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, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $75,054,853 across 10 Aerospace & Defense names. BA ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
177,118 | $33,604,598 | |
| 2 | TDG |
TransDigm Group INC
|
9,233 | $12,298,725 | |
| 3 | CW |
Curtiss Wright Corp
|
13,137 | $9,954,693 | |
| 4 | GE |
General Electric Co
|
17,420 | $6,510,376 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
10,178 | $5,183,757 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
3,701 | $2,074,817 | |
| 7 | GD |
General Dynamics Corp
|
5,697 | $2,018,105 | |
| 8 | BA |
Boeing Co
This page
|
8,773 | $1,899,091 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,899,091 | 8,773 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,822,119 | 9,155 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,962,657 | 18,251 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,996,211 | 9,249 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,921,809 | 9,172 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,466,730 | 8,600 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,524,147 | 8,611 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,312,105 | 8,630 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,610,606 | 8,849 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $8,897,224 | 46,102 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $11,493,802 | 44,095 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $7,997,656 | 41,724 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $8,865,341 | 41,984 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $8,982,602 | 42,285 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $7,787,040 | 40,879 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $4,860,635 | 40,144 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $5,442,549 | 39,808 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $7,932,121 | 41,421 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $8,304,450 | 41,250 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $9,033,375 | 41,072 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $9,720,147 | 40,575 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $10,055,072 | 39,475 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $7,923,216 | 37,014 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $5,945,228 | 35,975 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $6,787,049 | 37,027 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $5,646,589 | 37,861 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||