WHALEROCK POINT PARTNERS, LLC

Position in BA — Boeing Co

CIK 1389709 West Palm Beach, FL

Position in BA

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,453,163

+$102,148 QoQ

Shares Held

6,713

-1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,006

of 2,613 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

WHALEROCK POINT PARTNERS, LLC holds $17,463,933 across 5 Aerospace & Defense names. BA ranks #4 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	47,294	$8,973,090
2	LMT	Lockheed Martin Corp	8,349	$4,253,481
3	GE	General Electric Co	5,739	$2,144,836
4	BA	Boeing Co This page	6,713	$1,453,163
5	HONA	Honeywell Aerospace Inc.	2,892	$639,363

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,453,163	6,713	-1.1%	Shares	Sole	2026-08-13
2026-03-31	$1,351,015	6,788	+24.3%	Shares	Sole	2026-05-15
2025-12-31	$1,186,126	5,463	+10.7%	Shares	Sole	2026-02-13
2025-09-30	$1,064,689	4,933	+4.2%	Shares	Sole	2025-11-12
2025-06-30	$991,705	4,733	+6.2%	Shares	Sole	2025-08-13
2025-03-31	$760,311	4,458	-4.3%	Shares	Sole	2025-05-15
2024-12-31	$824,466	4,658	+1.6%	Shares	Sole	2025-02-14
2024-09-30	$696,799	4,583	0.0%	Shares	Sole	2024-11-13
2024-06-30	$834,151	4,583	-10.7%	Shares	Sole	2024-08-13
2024-03-31	$990,617	5,133	-6.1%	Shares	Sole	2024-05-15
2023-12-31	$1,425,288	5,468	+7.6%	Shares	Sole	2024-02-14
2023-09-30	$974,117	5,082	0.0%	Shares	Sole	2023-11-14
2023-06-30	$1,073,115	5,082	-1.6%	Shares	Sole	2023-08-14
2023-03-31	$1,096,988	5,164	0.0%	Shares	Sole	2023-05-10
2022-12-31	$983,690	5,164	+2.7%	Shares	Sole	2023-02-14
2022-09-30	$608,911	5,029	0.0%	Shares	Sole	2022-11-16
2022-06-30	$687,564	5,029	-1.3%	Shares	Sole	2022-08-12
2022-03-31	$975,692	5,095	0.0%	Shares	Sole	2022-05-16
2021-12-31	$1,025,725	5,095	+1.7%	Shares	Sole	2022-02-15
2021-09-30	$1,101,679	5,009	-2.0%	Shares	Sole	2021-11-12
2021-06-30	$1,223,912	5,109	-2.7%	Shares	Sole	2021-08-10
2021-03-31	$1,337,025	5,249	0.0%	Shares	Sole	2021-05-13
2020-12-31	$1,123,600	5,249	+505.4%	Shares	Sole	2021-02-12
2020-09-30	$143,280	867	-84.0%	Shares	Sole	2020-11-13
2020-06-30	$991,653	5,410	-6.3%	Shares	Sole	2020-08-11
2020-03-31	$861,283	5,775	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.