Position in BA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,999,499
+$719,485 QoQ
Shares Held
18,476
+12.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#646
of 2,609 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $33,819,889 across 13 Aerospace & Defense names. BA ranks #4 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
54,941 | $10,423,955 | |
| 2 | GE |
General Electric Co
|
15,063 | $5,629,494 | |
| 3 | LMT |
Lockheed Martin Corp
|
9,593 | $4,887,249 | |
| 4 | BA |
Boeing Co
This page
|
18,476 | $3,999,499 | |
| 5 | GD |
General Dynamics Corp
|
8,056 | $2,853,757 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
12,302 | $2,101,919 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
2,855 | $1,454,080 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
3,570 | $788,256 |
All Filings in BA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,999,499 | 18,476 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,280,014 | 16,480 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,375,130 | 15,545 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,856,294 | 13,234 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,810,425 | 13,413 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,642,842 | 15,496 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $2,599,245 | 14,685 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,122,022 | 13,957 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,545,591 | 13,986 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,731,580 | 14,154 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,743,859 | 14,363 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,682,753 | 13,996 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,026,345 | 14,332 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,012,894 | 14,183 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $1,750,090 | 14,454 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,427,220 | 10,439 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,800,291 | 9,401 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,445,635 | 12,148 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,457,609 | 11,174 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,765,720 | 11,545 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,949,402 | 11,579 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,516,703 | 11,757 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,864,793 | 11,284 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $2,027,481 | 11,061 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,410,267 | 9,456 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||