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Equibles

MAI Capital Management

Position in BA — Boeing Co

CIK 1040197 INDEPENDENCE, OH
Back to BA Full portfolio

Position in BA

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$22,169,125
+$12,669,424 QoQ
Shares Held
102,412
+114.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#278
of 2,625 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 3% Shared 0% None 97%

Common Shares in BA Over Time

Shares Held

Position Value (USD)

Derivatives in BA

reported options exposure · as of Jun 30, 2026
CallValue
$324,705
CallShares
1,500
PutValue
$21,647
PutShares
100

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Aerospace & Defense

Industrials · as of Jun 30, 2026

MAI Capital Management holds $265,686,504 across 28 Aerospace & Defense names. BA ranks #3 (8.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 RTX
RTX Corp
 559,638 $106,180,116
2 GE
General Electric Co
 133,683 $49,961,346
3 BA
Boeing Co
This page 		102,412 $22,169,125
4 LMT
Lockheed Martin Corp
 39,306 $20,024,834
5 HONA
Honeywell Aerospace Inc.
 85,928 $18,996,961
6 LHX
L3harris Technologies, Inc. /De/
 35,668 $10,364,764
7 GD
General Dynamics Corp
 21,945 $7,773,796
8 HWM
Howmet Aerospace Inc.
 20,320 $5,463,235

All Filings in BA

Export CSV
39 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $324,705 1,500
2026-06-30 $21,647 100
2026-06-30 $22,169,125 102,412
2026-03-31 $9,499,701 47,730
2026-03-31 $298,545 1,500
2025-12-31 $10,008,797 46,098
2025-12-31 $325,680 1,500
2025-09-30 $258,996 1,200
2025-09-30 $9,794,149 45,379
2025-06-30 $251,436 1,200
2025-06-30 $9,423,611 44,975
2025-03-31 $204,660 1,200
2025-03-31 $7,433,080 43,583
2024-12-31 $7,645,161 43,193
2024-12-31 $212,400 1,200
2024-09-30 $5,605,866 36,871
2024-06-30 $7,512,826 41,277
2024-03-31 $9,990,706 51,768
2023-12-31 $13,897,869 53,318
2023-09-30 $10,580,927 55,201
2023-06-30 $12,796,718 60,602
2023-03-31 $12,992,218 61,160
2022-12-31 $11,941,437 62,688
2022-09-30 $7,651,408 63,193
2022-06-30 $27,344 200
2022-06-30 $10,833,966 79,242
2022-03-31 $36,306,102 189,588
2022-03-31 $38,300 200
2021-12-31 $30,549,907 151,748
2021-12-31 $40,264 200
2021-09-30 $30,814,473 140,104
2021-09-30 $43,988 200
2021-06-30 $47,912 200
2021-06-30 $12,917,075 53,920
2021-03-31 $13,574,028 53,290
2020-12-31 $13,266,154 61,974
2020-09-30 $3,074,992 18,607
2020-06-30 $4,176,307 22,784
2020-03-31 $5,414,080 36,302