Position in BA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,815,192
+$796,033 QoQ
Shares Held
13,005
+28.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#768
of 2,613 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, 2026Summit Financial Wealth Advisors, LLC holds $26,842,324 across 6 Aerospace & Defense names. BA ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
79,615 | $15,105,353 | |
| 2 | LMT |
Lockheed Martin Corp
|
15,347 | $7,818,682 | |
| 3 | BA |
Boeing Co
This page
|
13,005 | $2,815,192 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
2,951 | $504,207 | |
| 5 | GD |
General Dynamics Corp
|
1,084 | $383,996 | |
| 6 | GE |
General Electric Co
|
575 | $214,894 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,815,192 | 13,005 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,019,159 | 10,145 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $1,707,214 | 7,863 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,665,991 | 7,719 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $1,606,885 | 7,669 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $948,769 | 5,563 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $971,022 | 5,486 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $385,877 | 2,538 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $407,338 | 2,238 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $408,173 | 2,115 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $505,680 | 1,940 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $371,859 | 1,940 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $452,938 | 2,145 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $586,094 | 2,759 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $525,561 | 2,759 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $455,139 | 3,759 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $511,879 | 3,744 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $745,701 | 3,894 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $623,890 | 3,099 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $658,500 | 2,994 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $717,242 | 2,994 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $667,111 | 2,619 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $531,725 | 2,484 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $413,811 | 2,504 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $413,158 | 2,254 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $324,976 | 2,179 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||