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Equibles

Allworth Financial LP

Position in BA — Boeing Co

CIK 1555170 FOLSOM, CA
Back to BA Full portfolio

Position in BA

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$9,235,909
+$586,862 QoQ
Shares Held
42,666
-1.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#416
of 2,627 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, 2026

Allworth Financial LP holds $106,107,878 across 66 Aerospace & Defense names. BA ranks #5 (8.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GE
General Electric Co
 56,890 $21,261,499
2 GD
General Dynamics Corp
 54,039 $19,142,775
3 HONA
Honeywell Aerospace Inc.
 74,489 $16,468,028
4 LMT
Lockheed Martin Corp
 28,956 $14,751,923
5 BA
Boeing Co
This page 		42,666 $9,235,909
6 HWM
Howmet Aerospace Inc.
 17,930 $4,820,659
7 AXON
Axon Enterprise, Inc.
 6,211 $3,481,948
8 HEI
Heico Corp
 9,703 $3,363,137

All Filings in BA

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,235,909 42,666
2026-03-31 $8,649,047 43,456
2025-12-31 $8,503,938 39,167
2025-09-30 $9,081,047 42,075
2025-06-30 $8,172,089 39,002
2025-03-31 $4,105,479 24,072
2024-12-31 $4,186,581 23,653
2024-09-30 $3,096,294 20,365
2024-06-30 $3,758,323 20,649
2024-03-31 $6,157,538 31,906
2023-12-31 $7,932,143 30,431
2023-09-30 $5,492,207 28,653
2023-06-30 $5,138,366 24,334
2023-03-31 $4,465,703 21,022
2022-12-31 $4,035,530 21,185
2022-09-30 $2,672,356 22,071
2022-06-30 $3,034,500 22,195
2022-03-31 $4,304,154 22,476
2021-12-31 $2,041,384 10,140
2021-09-30 $2,003,873 9,111
2021-06-30 $1,677,399 7,002
2021-03-31 $1,730,312 6,793
2020-12-31 $894,556 4,179
2020-09-30 $669,964 4,054
2020-06-30 $858,760 4,685
2020-03-31 $1,480,960 9,930