Position in BA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$863,498
+$197,345 QoQ
Shares Held
3,989
+19.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#1,238
of 2,613 holders
Holding Since
Mar 2020
22 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, 2026MBM WEALTH CONSULTANTS, LLC holds $2,932,415 across 2 Aerospace & Defense names. BA ranks #2 (29.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
4,061 | $2,068,917 | |
| 2 | BA |
Boeing Co
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|
3,989 | $863,498 |
All Filings in BA
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $863,498 | 3,989 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $666,153 | 3,347 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $725,832 | 3,343 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $437,271 | 2,026 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $424,507 | 2,026 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $347,239 | 2,036 | Shares | Sole | 2025-04-28 | |
| 2023-12-31 | $1,259,769 | 4,833 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $932,331 | 4,864 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $953,176 | 4,514 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $831,663 | 3,915 | Shares | Sole | 2023-05-31 | |
| 2022-12-31 | $745,768 | 3,915 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $532,994 | 4,402 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $490,551 | 3,588 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $839,344 | 4,383 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $835,276 | 4,149 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $747,576 | 3,399 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $722,752 | 3,017 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $773,329 | 3,036 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $604,719 | 2,825 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $478,592 | 2,896 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $513,606 | 2,802 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $377,025 | 2,528 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||