Stamos Capital Partners, L.P.

Position in BA — Boeing Co

CIK 1705399 Menlo Park, CA

Position in BA

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$6,533,714

+$471,261 QoQ

Shares Held

30,183

-0.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.17%

of 13F equity value

Holder Rank

#500

of 2,613 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Stamos Capital Partners, L.P. holds $10,276,134 across 3 Aerospace & Defense names. BA ranks #1 (63.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co This page	30,183	$6,533,714
2	GE	General Electric Co	8,971	$3,352,731
3	BWXT	BWX Technologies, Inc.	2,002	$389,689

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,533,714	30,183	-0.9%	Shares	Sole	2026-08-13
2026-03-31	$6,062,453	30,460	+11.3%	Shares	Sole	2026-05-14
2025-12-31	$5,944,311	27,378	+5.0%	Shares	Sole	2026-02-12
2025-09-30	$5,627,119	26,072	-15.4%	Shares	Sole	2025-11-13
2025-06-30	$6,453,943	30,802	+46.7%	Shares	Sole	2025-08-14
2025-03-31	$3,580,526	20,994	-35.1%	Shares	Sole	2025-05-14
2024-12-31	$5,729,490	32,370	-7.1%	Shares	Sole	2025-02-13
2024-09-30	$5,295,553	34,830	+10.0%	Shares	Sole	2024-11-13
2024-06-30	$5,764,256	31,670	+35.1%	Shares	Sole	2024-08-13
2024-03-31	$4,525,615	23,450	+100.6%	Shares	Sole	2024-05-14
2023-12-31	$3,047,115	11,690	-56.8%	Shares	Sole	2024-02-13
2023-09-30	$5,183,027	27,040	0.0%	Shares	Sole	2023-11-13
2023-06-30	$5,709,766	27,040	-15.2%	Shares	Sole	2023-08-11
2023-03-31	$6,772,268	31,880	0.0%	Shares	Sole	2023-05-12
2022-12-31	$6,072,821	31,880	-42.4%	Shares	Sole	2023-02-13
2022-09-30	$6,704,441	55,372	-20.1%	Shares	Sole	2022-11-14
2022-06-30	$9,476,063	69,310	+73.9%	Shares	Sole	2022-08-12
2022-03-31	$7,631,275	39,850	+59.4%	Shares	Sole	2022-05-13
2021-12-31	$5,033,000	25,000	+10.9%	Shares	Sole	2022-02-14
2021-09-30	$4,957,447	22,540	-6.9%	Shares	Sole	2021-11-12
2021-06-30	$5,797,352	24,200	-13.6%	Shares	Sole	2021-08-13
2021-03-31	$7,132,160	28,000	0.0%	Shares	Sole	2021-05-14
2020-12-31	$5,993,680	28,000	-45.1%	Shares	Sole	2021-02-12
2020-09-30	$8,428,260	51,000	-9.0%	Shares	Sole	2020-11-16
2020-03-31	$8,359,297	56,050	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.