Position in BA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$73,144,996
+$18,028,813 QoQ
Shares Held
337,899
+22.0% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2
of 353 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 4.881044335733459.ToString("F0")%
Shared 0.ToString("F0")%
None 95.11895566426654.ToString("F0")%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Derivatives in BA
reported options exposure · as of Sep 30, 2024CallValue
$349,692
CallShares
2,300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $907,012,872 across 49 Aerospace & Defense names. BA ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
418,784 | $156,512,144 | |
| 2 | LMT |
Lockheed Martin Corp
|
297,372 | $151,499,139 | |
| 3 | RTX |
RTX Corp
|
739,028 | $140,215,782 | |
| 4 | BA |
Boeing Co
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|
337,899 | $73,144,996 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
137,986 | $70,277,649 | |
| 6 | GD |
General Dynamics Corp
|
194,637 | $68,948,210 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
149,912 | $33,100,569 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
98,787 | $28,706,514 |
All Filings in BA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,144,996 | 337,899 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $55,116,183 | 276,924 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $76,398,448 | 351,872 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $75,918,418 | 351,751 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $74,278,594 | 354,501 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $81,669,402 | 478,859 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $119,084,184 | 672,792 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $349,692 | 2,300 | Call | Sole | 2024-10-24 | |
| 2024-09-30 | $68,184,922 | 448,467 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $18,201 | 100 | Call | Sole | 2024-07-16 | |
| 2024-06-30 | $76,994,052 | 423,021 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $192,990 | 1,000 | Call | Sole | 2024-04-15 | |
| 2024-03-31 | $77,189,052 | 399,964 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $78,575,435 | 301,448 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $55,585,474 | 289,991 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,659,928 | 7,861 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,547,552 | 7,285 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||