Position in BA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,910,304
+$3,634,763 QoQ
Shares Held
50,401
+37.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#392
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, 2026Integrated Wealth Concepts LLC holds $144,433,297 across 68 Aerospace & Defense names. BA ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
145,580 | $27,620,893 | |
| 2 | GE |
General Electric Co
|
66,041 | $24,681,502 | |
| 3 | LMT |
Lockheed Martin Corp
|
31,671 | $16,135,107 | |
| 4 | AXON |
Axon Enterprise, Inc.
|
20,560 | $11,526,141 | |
| 5 | BA |
Boeing Co
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|
50,401 | $10,910,304 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
57,241 | $9,780,197 | |
| 7 | GD |
General Dynamics Corp
|
25,942 | $9,189,694 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
25,181 | $5,567,015 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,910,304 | 50,401 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,275,541 | 36,555 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $5,134,236 | 23,647 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $6,953,610 | 32,218 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $6,605,433 | 31,525 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $4,880,629 | 28,617 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $5,090,697 | 28,761 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $4,666,563 | 30,693 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $5,613,006 | 30,839 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $5,910,125 | 30,624 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $8,164,653 | 31,323 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $6,276,369 | 32,744 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $7,232,863 | 34,253 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $7,194,154 | 33,866 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $3,538,923 | 18,578 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $2,347,983 | 19,392 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,627,758 | 19,220 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $3,404,487 | 17,778 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $3,027,852 | 15,040 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $3,250,273 | 14,778 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $2,885,739 | 12,046 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $2,684,494 | 10,539 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,572,056 | 7,344 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $986,767 | 5,971 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $931,347 | 5,081 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $685,596 | 4,597 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||