Position in BA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,135,226
+$139,898 QoQ
Shares Held
19,103
-4.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#636
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, 2026Institute for Wealth Management, LLC. holds $27,317,626 across 25 Aerospace & Defense names. BA ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXON |
Axon Enterprise, Inc.
|
19,839 | $11,121,941 | |
| 2 | BA |
Boeing Co
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|
19,103 | $4,135,226 | |
| 3 | GE |
General Electric Co
|
9,517 | $3,556,788 | |
| 4 | RTX |
RTX Corp
|
13,818 | $2,621,689 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
8,888 | $2,389,627 | |
| 6 | LMT |
Lockheed Martin Corp
|
2,447 | $1,246,648 | |
| 7 | AIR |
Aar Corp
|
5,000 | $714,650 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
2,349 | $518,659 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,135,226 | 19,103 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,995,328 | 20,074 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,528,254 | 20,856 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,469,407 | 20,708 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,356,547 | 20,792 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $3,439,481 | 20,167 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,376,629 | 19,077 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,543,021 | 16,726 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,952,384 | 16,221 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,064,295 | 15,878 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,497,688 | 17,255 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $3,045,986 | 15,891 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,404,110 | 16,121 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $3,436,055 | 16,175 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,128,798 | 16,425 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,875,044 | 15,486 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $2,088,534 | 15,276 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,911,566 | 15,204 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,883,506 | 14,323 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,081,139 | 14,009 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,274,785 | 13,670 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,400,766 | 13,351 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,793,697 | 13,051 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,119,128 | 12,823 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,783,593 | 15,186 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $2,213,983 | 14,845 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||