Modera Wealth Management, LLC

Position in BA — Boeing Co

CIK 1542143 WESTWOOD, NJ

Position in BA

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$967,620

+$97,262 QoQ

Shares Held

4,470

+2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,175

of 2,613 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Modera Wealth Management, LLC holds $41,720,205 across 10 Aerospace & Defense names. BA ranks #8 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp	31,409	$16,001,629
2	RTX	RTX Corp	55,554	$10,540,260
3	NOC	Northrop Grumman Corp /De/	7,982	$4,065,312
4	GE	General Electric Co	9,865	$3,686,846
5	GD	General Dynamics Corp	9,673	$3,426,563
6	HONA	Honeywell Aerospace Inc.	5,326	$1,177,472
7	LHX	L3harris Technologies, Inc. /De/	3,883	$1,128,360
8	BA	Boeing Co This page	4,470	$967,620

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$967,620	4,470	+2.2%	Shares	Sole	2026-08-03
2026-03-31	$870,358	4,373	-18.4%	Shares	Sole	2026-05-06
2025-12-31	$1,163,328	5,358	+2.7%	Shares	Sole	2026-01-21
2025-09-30	$1,125,769	5,216	-5.7%	Shares	Sole	2025-10-31
2025-06-30	$1,158,491	5,529	-1.5%	Shares	Sole	2025-08-06
2025-03-31	$957,638	5,615	+10.9%	Shares	Sole	2025-05-08
2024-12-31	$896,151	5,063	-18.8%	Shares	Sole	2025-02-06
2024-09-30	$948,273	6,237	+12.6%	Shares	Sole	2024-10-24
2024-06-30	$1,007,789	5,537	-2.2%	Shares	Sole	2024-07-29
2024-03-31	$1,092,516	5,661	-7.7%	Shares	Sole	2024-05-14
2023-12-31	$1,597,845	6,130	+12.5%	Shares	Sole	2024-02-14
2023-09-30	$1,044,080	5,447	-2.1%	Shares	Sole	2023-11-30
2023-06-30	$1,174,683	5,563	+52.5%	Shares	Sole	2023-08-07
2023-03-31	$775,157	3,649	+27.9%	Shares	Sole	2023-05-05
2022-12-31	$543,658	2,854	+35.3%	Shares	Sole	2023-02-07
2022-09-30	$255,357	2,109	-29.6%	Shares	Sole	2022-11-01
2022-06-30	$409,339	2,994	-7.9%	Shares	Sole	2022-07-27
2022-03-31	$622,566	3,251	+8.2%	Shares	Sole	2022-05-03
2021-12-31	$604,966	3,005	+36.5%	Shares	Sole	2022-02-04
2021-09-30	$484,087	2,201	-24.9%	Shares	Sole	2021-11-04
2021-06-30	$701,671	2,929	-15.8%	Shares	Sole	2021-08-02
2021-03-31	$886,170	3,479	-13.6%	Shares	Sole	2021-04-29
2020-12-31	$862,233	4,028	+51.9%	Shares	Sole	2021-02-11
2020-09-30	$438,269	2,652	-65.3%	Shares	Sole	2020-11-12
2020-06-30	$1,402,611	7,652	+67.9%	Shares	Sole	2020-08-12
2020-03-31	$679,630	4,557	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.