EP Wealth Advisors, LLC

Position in BA — Boeing Co

CIK 1540569 TORRANCE, CA

Position in BA

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$6,750,400

+$1,175,968 QoQ

Shares Held

31,184

+11.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#491

of 2,609 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Industrials · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $162,361,459 across 21 Aerospace & Defense names. BA ranks #7 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	213,999	$40,602,030
2	HONA	Honeywell Aerospace Inc.	170,113	$37,608,582
3	LMT	Lockheed Martin Corp	36,580	$18,636,046
4	GE	General Electric Co	45,321	$16,937,817
5	NOC	Northrop Grumman Corp /De/	22,630	$11,525,685
6	GD	General Dynamics Corp	19,229	$6,811,680
7	BA	Boeing Co This page	31,184	$6,750,400
8	LHX	L3harris Technologies, Inc. /De/	21,252	$6,175,618

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,750,400	31,184	+11.3%	Shares	Sole	2026-08-12
2026-03-31	$5,574,432	28,008	+4.2%	Shares	Sole	2026-05-14
2025-12-31	$5,835,751	26,878	+6.3%	Shares	Sole	2026-02-18
2025-06-30	$5,297,966	25,285	+25.1%	Shares	Sole	2025-08-14
2025-03-31	$3,446,815	20,210	-31.0%	Shares	Sole	2025-05-15
2024-12-31	$5,184,684	29,292	+1.0%	Shares	Sole	2025-02-14
2024-09-30	$4,408,399	28,995	-23.0%	Shares	Sole	2024-11-15
2024-06-30	$6,853,040	37,652	+3.2%	Shares	Sole	2024-08-19
2024-03-31	$7,044,520	36,502	-1.6%	Shares	Sole	2024-05-14
2023-12-31	$9,670,225	37,099	-13.9%	Shares	Sole	2024-02-28
2023-09-30	$8,259,874	43,092	+7.8%	Shares	Sole	2023-11-24
2023-06-30	$8,439,009	39,965	+168.3%	Shares	Sole	2023-08-14
2023-03-31	$3,163,932	14,894	-45.2%	Shares	Sole	2023-06-05
2022-12-31	$5,178,280	27,184	+42.3%	Shares	Sole	2023-06-12
2022-09-30	$2,312,749	19,101	+11.0%	Shares	Sole	2022-12-02
2022-06-30	$2,353,498	17,214	+20.2%	Shares	Sole	2022-08-11
2022-03-31	$2,743,046	14,324	-4.5%	Shares	Sole	2022-05-20
2021-12-31	$3,019,196	14,997	-2.7%	Shares	Sole	2022-02-17
2021-09-30	$3,391,474	15,420	+14.2%	Shares	Sole	2021-11-23
2021-06-30	$3,233,580	13,498	-0.1%	Shares	Sole	2021-08-24
2021-03-31	$3,440,757	13,508	+15.4%	Shares	Sole	2021-05-17
2020-12-31	$2,506,214	11,708	-9.3%	Shares	Sole	2021-02-18
2020-09-30	$2,133,506	12,910	+26.8%	Shares	Sole	2020-11-17
2020-06-30	$1,866,177	10,181	-10.9%	Shares	Sole	2020-08-14
2020-03-31	$1,704,968	11,432	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.