Financial Gravity Asset Management, Inc.

Position in BA — Boeing Co

CIK 1741736 Lakeway, TX

Position in BA

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$2,815,279

-$222,881 QoQ

Shares Held

14,145

+1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.63%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Mar 31, 2026

Financial Gravity Asset Management, Inc. holds $3,791,052 across 5 Aerospace & Defense names. BA ranks #1 (74.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co This page	14,145	$2,815,279
2	LMT	Lockheed Martin Corp	846	$511,313
3	GE	General Electric Co	843	$239,218
4	RTX	RTX Corp	943	$181,904
5	BAESY	Bae Systems PLC /Fi/	372	$43,338

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,815,279	14,145	+1.1%	Shares	Sole	2026-05-08
2025-12-31	$3,038,160	13,993	+8.0%	Shares	Sole	2026-02-13
2025-09-30	$2,796,293	12,956	+8.5%	Shares	Sole	2025-11-14
2025-03-31	$2,036,196	11,939	+26.0%	Shares	Sole	2025-04-30
2024-06-30	$1,724,908	9,477	+17.2%	Shares	Sole	2024-08-06
2024-03-31	$1,560,710	8,087	+0.0%	Shares	Sole	2024-06-26
2023-12-31	$2,107,696	8,086	-92.2%	Shares	Sole	2024-06-26
2023-09-30	$12,067,019	104,065	+2044.8%	Shares	Sole	2023-11-16
2023-06-30	$980,088	4,852	+3.0%	Shares	Sole	2023-08-09
2023-03-31	$785,897	4,712	+266.1%	Shares	Sole	2023-05-12
2022-12-31	$245,160	1,287	-4.6%	Shares	Sole	2023-02-15
2022-09-30	$163,336	1,349	-66.1%	Shares	Sole	2022-11-03
2022-06-30	$543,337	3,975	+216.0%	Shares	Sole	2022-08-05
2022-03-31	$240,883	1,258	-54.8%	Shares	Sole	2022-05-13
2021-12-31	$560,072	2,782	+8.3%	Shares	Sole	2022-02-11
2021-09-30	$564,945	2,569	-52.9%	Shares	Sole	2021-11-12
2021-06-30	$1,306,320	5,453	+6.6%	Shares	Sole	2021-08-11
2021-03-31	$1,302,638	5,114	+75.9%	Shares	Sole	2021-05-17
2020-12-31	$622,180	2,907	+525.2%	Shares	Sole	2021-02-16
2020-03-31	$69,328	465	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.