Position in BA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$426,876
+$42,949 QoQ
Shares Held
1,972
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,657
of 2,613 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026SVB WEALTH LLC holds $8,028,081 across 7 Aerospace & Defense names. BA ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LHX |
L3harris Technologies, Inc. /De/
|
15,869 | $4,611,369 | |
| 2 | GE |
General Electric Co
|
3,773 | $1,410,081 | |
| 3 | LMT |
Lockheed Martin Corp
|
1,747 | $890,024 | |
| 4 | BA |
Boeing Co
This page
|
1,972 | $426,876 | |
| 5 | GD |
General Dynamics Corp
|
702 | $248,674 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
867 | $233,100 | |
| 7 | HII |
Huntington Ingalls Industries, Inc.
|
743 | $207,957 |
All Filings in BA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $426,876 | 1,972 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $383,927 | 1,929 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $439,232 | 2,023 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $723,892 | 3,354 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $686,209 | 3,275 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,508,344 | 8,844 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,051,961 | 11,593 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $2,549,595 | 14,008 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,722,197 | 19,287 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,431,893 | 20,839 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,354,399 | 17,500 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $3,747,244 | 17,746 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $4,115,830 | 19,375 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,836,921 | 25,392 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,989,585 | 24,691 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,088,367 | 22,589 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $4,156,315 | 21,704 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,346,699 | 21,591 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,904,814 | 17,754 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $5,658,885 | 23,622 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,296,933 | 24,721 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $5,457,887 | 25,497 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $4,294,115 | 25,984 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $3,825,837 | 20,872 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $3,608,293 | 24,194 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||