Position in BA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$17,558,747
+$15,559,292 QoQ
Shares Held
81,114
+707.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#313
of 2,609 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, 2026MISSION WEALTH MANAGEMENT, LP holds $61,004,172 across 17 Aerospace & Defense names. BA ranks #1 (28.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
81,114 | $17,558,747 | |
| 2 | GE |
General Electric Co
|
26,404 | $9,867,966 | |
| 3 | RTX |
RTX Corp
|
46,959 | $8,909,531 | |
| 4 | GD |
General Dynamics Corp
|
15,929 | $5,642,688 | |
| 5 | LMT |
Lockheed Martin Corp
|
8,896 | $4,532,156 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
7,049 | $3,590,126 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
12,623 | $2,787,158 | |
| 8 | WWD |
Woodward, Inc.
|
4,747 | $2,019,563 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,558,747 | 81,114 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,999,455 | 10,046 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,512,729 | 11,573 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,464,503 | 16,052 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,414,919 | 16,298 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,782,352 | 16,314 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,043,515 | 17,195 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,511,396 | 16,518 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,832,402 | 21,056 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $10,235,803 | 53,038 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $9,935,577 | 38,117 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $7,063,216 | 36,849 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $8,138,317 | 38,541 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $8,237,185 | 38,776 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $7,687,223 | 40,355 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $4,581,182 | 37,836 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $5,102,527 | 37,321 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $6,853,593 | 35,789 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $7,263,021 | 36,077 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $8,752,732 | 39,796 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,097,903 | 4,583 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,408,092 | 5,528 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,139,013 | 5,321 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $880,835 | 5,330 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $906,601 | 4,946 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $704,984 | 4,727 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||