Position in BA
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$398,954
+$34,133 QoQ
Shares Held
1,843
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,700
of 2,613 holders
Holding Since
Mar 2020
13 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, 2026JGP Wealth Management, LLC holds $31,816,123 across 6 Aerospace & Defense names. BA ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
82,053 | $15,567,915 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
|
44,196 | $12,842,915 | |
| 3 | LMT |
Lockheed Martin Corp
|
4,031 | $2,053,633 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
946 | $481,807 | |
| 5 | GE |
General Electric Co
|
1,260 | $470,899 | |
| 6 | BA |
Boeing Co
This page
|
1,843 | $398,954 |
All Filings in BA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,954 | 1,843 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $364,821 | 1,833 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $396,461 | 1,826 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $404,897 | 1,876 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $392,659 | 1,874 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $284,647 | 1,669 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $299,307 | 1,691 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $212,551 | 1,398 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $214,407 | 1,178 | Shares | Sole | 2024-07-12 | |
| 2021-06-30 | $215,843 | 901 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $229,502 | 901 | Shares | Sole | 2021-04-28 | |
| 2020-06-30 | $275,866 | 1,505 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $230,272 | 1,544 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||