Position in BA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$884,929
+$246,242 QoQ
Shares Held
4,088
+27.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,222
of 2,609 holders
Holding Since
Mar 2020
16 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, 2026Forvis Mazars Wealth Advisors, LLC holds $15,304,430 across 8 Aerospace & Defense names. BA ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
30,277 | $5,744,455 | |
| 2 | GE |
General Electric Co
|
13,231 | $4,944,821 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
3,456 | $1,004,279 | |
| 4 | BA |
Boeing Co
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|
4,088 | $884,929 | |
| 5 | GD |
General Dynamics Corp
|
2,473 | $876,035 | |
| 6 | LMT |
Lockheed Martin Corp
|
1,390 | $708,149 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
3,753 | $641,237 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
2,264 | $500,525 |
All Filings in BA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $884,929 | 4,088 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $638,687 | 3,209 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $695,652 | 3,204 | Shares | Sole | 2026-02-10 | |
| 2024-03-31 | $205,148 | 1,063 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $375,350 | 1,440 | Shares | Sole | 2024-01-11 | |
| 2023-06-30 | $200,179 | 948 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $222,626 | 1,048 | Shares | Sole | 2023-04-27 | |
| 2022-03-31 | $208,926 | 1,091 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $240,174 | 1,193 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $246,112 | 1,119 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $318,614 | 1,330 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $316,107 | 1,241 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $561,479 | 2,623 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $387,369 | 2,344 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $481,345 | 2,626 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $422,811 | 2,835 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||