Position in BA
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$7,561,297
+$665,306 QoQ
Shares Held
34,930
+0.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#29
of 412 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $21,519,817 across 15 Aerospace & Defense names. BA ranks #1 (35.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
34,930 | $7,561,297 | |
| 2 | RTX |
RTX Corp
|
21,553 | $4,089,250 | |
| 3 | GE |
General Electric Co
|
8,449 | $3,157,644 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
4,307 | $1,251,571 | |
| 5 | LMT |
Lockheed Martin Corp
|
1,844 | $939,444 | |
| 6 | GD |
General Dynamics Corp
|
2,486 | $880,640 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
1,509 | $768,548 | |
| 8 | TDG |
TransDigm Group INC
|
485 | $646,039 |
All Filings in BA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,561,297 | 34,930 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $6,895,991 | 34,648 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,851,710 | 36,163 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,854,113 | 31,757 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,069,491 | 19,422 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $2,981,211 | 16,843 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $2,879,181 | 18,937 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $4,170,941 | 22,916 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $7,930,345 | 41,092 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $10,044,533 | 38,535 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $7,876,514 | 41,092 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $27,388,718 | 129,706 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $8,838,362 | 41,606 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $8,273,552 | 43,433 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $4,895,869 | 40,435 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $3,483,898 | 25,482 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $6,651,178 | 34,732 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $10,180,551 | 50,569 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $12,261,655 | 55,750 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $12,270,023 | 51,219 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $8,765,679 | 34,413 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $5,377,400 | 25,121 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $4,185,539 | 25,327 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $4,142,762 | 22,601 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $2,562,374 | 17,181 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||