Position in BA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,917,799
+$182,928 QoQ
Shares Held
13,479
-1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#755
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, 2026Wealthcare Advisory Partners LLC holds $24,879,312 across 16 Aerospace & Defense names. BA ranks #4 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
11,043 | $5,625,966 | |
| 2 | GE |
General Electric Co
|
12,472 | $4,661,160 | |
| 3 | RTX |
RTX Corp
|
23,118 | $4,386,178 | |
| 4 | BA |
Boeing Co
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|
13,479 | $2,917,799 | |
| 5 | GD |
General Dynamics Corp
|
6,585 | $2,332,670 | |
| 6 | RKLB |
Rocket Lab Corp
|
11,666 | $1,185,848 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
1,681 | $856,150 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
1,330 | $745,611 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,917,799 | 13,479 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,734,871 | 13,741 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,009,500 | 13,861 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,417,080 | 11,199 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,527,350 | 12,062 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,309,482 | 7,678 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,614,594 | 9,122 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,280,480 | 8,422 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,536,346 | 8,441 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,886,284 | 9,774 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,165,194 | 12,143 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,974,106 | 15,516 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $3,351,742 | 15,873 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $3,258,251 | 15,338 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,088,795 | 16,215 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,921,176 | 15,867 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,016,620 | 14,750 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,431,475 | 12,697 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $2,551,529 | 12,674 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,490,380 | 11,323 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,256,818 | 13,595 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,853,882 | 11,204 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,602,881 | 7,488 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $737,059 | 4,460 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $743,281 | 4,055 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,127,796 | 7,562 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||