Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in BA — Boeing Co
CIK 1510434
Seattle, WA
Position in BA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,098,642
+$279,854 QoQ
Shares Held
18,934
-1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#49
of 412 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94.12696736030422.ToString("F0")%
Shared 0.ToString("F0")%
None 5.8730326396957855.ToString("F0")%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Derivatives in BA
reported options exposure · as of Dec 31, 2023CallValue
$0
CallShares
0
PutValue
$78,198
PutShares
300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $37,689,075 across 19 Aerospace & Defense names. BA ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
49,636 | $9,417,437 | |
| 2 | GE |
General Electric Co
|
16,489 | $6,162,433 | |
| 3 | BA |
Boeing Co
This page
|
18,934 | $4,098,642 | |
| 4 | GD |
General Dynamics Corp
|
8,606 | $3,048,589 | |
| 5 | LOAR |
Loar Holdings Inc.
|
33,703 | $2,716,798 | |
| 6 | LMT |
Lockheed Martin Corp
|
3,546 | $1,806,544 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
5,943 | $1,597,834 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
3,070 | $1,563,581 |
All Filings in BA
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,098,642 | 18,934 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,818,788 | 19,187 | Shares | Other | 2026-05-04 | |
| 2025-12-31 | $3,538,404 | 16,297 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,771,196 | 17,473 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,230,113 | 15,416 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $2,304,471 | 13,512 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,968,594 | 11,122 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,682,778 | 11,068 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,854,462 | 15,683 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,665,770 | 13,813 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $78,198 | 300 | Put | Sole | 2024-02-06 | |
| 2023-12-31 | $2,395,204 | 9,189 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,847,028 | 9,636 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,825,900 | 8,647 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,825,623 | 8,594 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,586,972 | 8,331 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,337,691 | 11,048 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,458,528 | 10,668 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,943,150 | 10,147 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,917,371 | 9,524 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,219,634 | 10,092 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,275,340 | 9,498 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,365,584 | 9,287 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,430,134 | 6,681 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,475,925 | 14,982 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,948,380 | 16,085 | Shares | Sole | 2020-08-12 | |
| 2020-06-30 | $18,330 | 100 | Call | Sole | 2020-08-12 | |
| 2020-03-31 | $2,725,682 | 18,276 | Shares | Sole | 2020-05-11 | |
| 2020-03-31 | $14,914 | 100 | Call | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||