Mengis Capital Management, Inc.

Position in BA — Boeing Co

CIK 1609674 PORTLAND, OR

Position in BA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$6,537,394

+$1,227,274 QoQ

Shares Held

30,200

+13.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.89%

of 13F equity value

Holder Rank

#498

of 2,609 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Industrials · as of Jun 30, 2026

Mengis Capital Management, Inc. holds $12,861,810 across 5 Aerospace & Defense names. BA ranks #1 (50.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co This page	30,200	$6,537,394
2	WWD	Woodward, Inc.	9,438	$4,015,302
3	GD	General Dynamics Corp	3,273	$1,159,427
4	AIR	Aar Corp	4,400	$628,892
5	AVAV	AeroVironment Inc	3,155	$520,795

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,537,394	30,200	+13.2%	Shares	Sole	2026-07-28
2026-03-31	$5,310,120	26,680	+27.2%	Shares	Sole	2026-05-12
2025-12-31	$4,553,006	20,970	+6.0%	Shares	Sole	2026-03-05
2025-09-30	$4,268,038	19,775	+7.2%	Shares	Sole	2025-11-12
2025-06-30	$3,864,780	18,445	+44.8%	Shares	Sole	2025-07-24
2025-03-31	$2,172,636	12,739	-0.8%	Shares	Sole	2025-05-08
2024-12-31	$2,273,388	12,844	+2.4%	Shares	Sole	2025-02-04
2024-09-30	$1,907,189	12,544	-3.6%	Shares	Sole	2024-11-05
2024-06-30	$2,369,588	13,019	-8.3%	Shares	Sole	2024-08-13
2024-03-31	$2,741,229	14,204	+40.2%	Shares	Sole	2024-05-14
2023-12-31	$2,641,528	10,134	+37.1%	Shares	Sole	2024-02-01
2023-09-30	$1,416,323	7,389	+134.3%	Shares	Sole	2023-11-09
2023-06-30	$665,998	3,154	0.0%	Shares	Sole	2023-08-08
2023-03-31	$670,004	3,154	-14.6%	Shares	Sole	2023-05-05
2022-12-31	$703,479	3,693	+3.3%	Shares	Sole	2023-02-01
2022-09-30	$432,982	3,576	+6.2%	Shares	Sole	2022-11-04
2022-06-30	$460,199	3,366	-4.0%	Shares	Sole	2022-07-19
2022-03-31	$671,782	3,508	+0.7%	Shares	Sole	2022-05-02
2021-12-31	$701,197	3,483	+1.6%	Shares	Sole	2022-02-04
2021-09-30	$753,954	3,428	+0.3%	Shares	Sole	2021-11-03
2021-06-30	$818,816	3,418	+0.3%	Shares	Sole	2021-08-16
2021-03-31	$868,085	3,408	-1.0%	Shares	Sole	2021-05-07
2020-12-31	$736,580	3,441	+45.4%	Shares	Sole	2021-02-03
2020-09-30	$391,005	2,366	+5.4%	Shares	Sole	2020-10-29
2020-06-30	$411,325	2,244	-9.5%	Shares	Sole	2020-07-22
2020-03-31	$369,867	2,480	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.