Position in BA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,185,447
+$372,431 QoQ
Shares Held
19,335
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#633
of 2,609 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026HCR Wealth Advisors holds $18,362,245 across 7 Aerospace & Defense names. BA ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
27,536 | $5,224,405 | |
| 2 | BA |
Boeing Co
This page
|
19,335 | $4,185,447 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
14,045 | $4,081,336 | |
| 4 | TDG |
TransDigm Group INC
|
1,957 | $2,606,802 | |
| 5 | GE |
General Electric Co
|
3,361 | $1,256,106 | |
| 6 | LMT |
Lockheed Martin Corp
|
1,498 | $763,171 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
481 | $244,978 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,185,447 | 19,335 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,813,016 | 19,158 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,159,584 | 19,158 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,145,446 | 19,207 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $4,029,471 | 19,231 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,294,343 | 19,316 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,410,259 | 19,267 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,963,107 | 19,489 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $3,541,914 | 19,460 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,873,309 | 20,070 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,231,706 | 20,071 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,768,237 | 19,659 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $4,152,672 | 19,666 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,174,886 | 19,653 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,740,842 | 19,638 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,382,854 | 19,680 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $280,139 | 2,049 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,682,532 | 14,008 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,823,513 | 14,025 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,193,308 | 14,519 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,492,305 | 14,578 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $534,657 | 2,099 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $509,034 | 2,378 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $379,932 | 2,299 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $421,223 | 2,298 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $345,557 | 2,317 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||