Position in BA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,144,284
+$208,613 QoQ
Shares Held
28,384
-4.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.61%
of 13F equity value
Holder Rank
#519
of 2,613 holders
Holding Since
Sep 2025
4 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, 2026WELCH CAPITAL PARTNERS LLC/NY holds $6,144,284 across 1 Aerospace & Defense name. BA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
28,384 | $6,144,284 |
All Filings in BA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,144,284 | 28,384 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,935,671 | 29,823 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,475,169 | 29,823 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,593,509 | 21,283 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||