Position in BA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,494,258
+$493,284 QoQ
Shares Held
16,142
+7.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#687
of 2,613 holders
Holding Since
Mar 2020
26 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, 2026WealthTrust Axiom LLC holds $19,521,215 across 9 Aerospace & Defense names. BA ranks #3 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HWM |
Howmet Aerospace Inc.
|
23,577 | $6,338,912 | |
| 2 | ISSC |
Innovative Solutions & Support Inc
|
220,268 | $3,964,824 | |
| 3 | BA |
Boeing Co
This page
|
16,142 | $3,494,258 | |
| 4 | GE |
General Electric Co
|
6,472 | $2,418,780 | |
| 5 | MOG-A |
Moog Inc.
|
3,050 | $1,292,712 | |
| 6 | RTX |
RTX Corp
|
3,510 | $665,952 | |
| 7 | HXL |
Hexcel Corp /De/
|
5,750 | $575,345 | |
| 8 | LMT |
Lockheed Martin Corp
|
851 | $433,550 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,494,258 | 16,142 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,000,974 | 15,078 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,076,698 | 4,959 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $843,463 | 3,908 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $764,365 | 3,648 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $622,166 | 3,648 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $645,696 | 3,648 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $562,243 | 3,698 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $636,670 | 3,498 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $675,079 | 3,498 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $876,338 | 3,362 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $573,889 | 2,994 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $758,909 | 3,594 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $763,473 | 3,594 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $684,621 | 3,594 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $439,641 | 3,631 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $484,125 | 3,541 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $690,549 | 3,606 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $705,827 | 3,506 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $771,109 | 3,506 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $878,226 | 3,666 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $943,992 | 3,706 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $897,553 | 4,193 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $659,883 | 3,993 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $640,266 | 3,493 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $532,131 | 3,568 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||