LIBERTY WEALTH MANAGEMENT LLC

Position in BA — Boeing Co

CIK 1769302 OAKLAND, CA

Position in BA

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$400,036

+$32,229 QoQ

Shares Held

1,848

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,697

of 2,613 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

LIBERTY WEALTH MANAGEMENT LLC holds $2,580,743 across 5 Aerospace & Defense names. BA ranks #4 (15.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp	1,547	$788,134
2	RTX	RTX Corp	3,730	$707,692
3	GE	General Electric Co	1,421	$531,070
4	BA	Boeing Co This page	1,848	$400,036
5	NOC	Northrop Grumman Corp /De/	302	$153,811

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$400,036	1,848	0.0%	Shares	Sole	2026-08-06
2026-03-31	$367,807	1,848	-6.8%	Shares	Sole	2026-05-12
2025-12-31	$430,548	1,983	+4.1%	Shares	Sole	2026-02-04
2025-09-30	$411,156	1,905	-7.3%	Shares	Sole	2025-10-31
2025-06-30	$430,793	2,056	+0.3%	Shares	Sole	2025-08-01
2025-03-31	$349,456	2,049	-0.5%	Shares	Sole	2025-05-12
2024-12-31	$364,620	2,060	-0.0%	Shares	Sole	2025-02-10
2024-09-30	$313,354	2,061	-0.3%	Shares	Sole	2024-11-04
2024-06-30	$376,214	2,067	+15.5%	Shares	Sole	2024-08-07
2024-03-31	$345,452	1,790	-5.2%	Shares	Sole	2024-05-03
2023-12-31	$492,386	1,889	+1.2%	Shares	Sole	2024-02-09
2023-09-30	$357,866	1,867	-19.2%	Shares	Sole	2023-11-13
2023-06-30	$488,201	2,312	-68.3%	Shares	Sole	2023-08-10
2023-03-31	$1,549,676	7,295	+287.0%	Shares	Sole	2023-05-03
2022-09-30	$228,235	1,885	-3.2%	Shares	Sole	2022-11-15
2022-06-30	$266,193	1,947	+55.6%	Shares	Sole	2022-08-15
2022-03-31	$239,566	1,251	+7.7%	Shares	Sole	2022-05-09
2021-12-31	$233,933	1,162	-1.4%	Shares	Sole	2022-02-15
2021-09-30	$259,088	1,178	+0.5%	Shares	Sole	2021-11-15
2021-06-30	$280,764	1,172	-14.8%	Shares	Sole	2021-08-13
2021-03-31	$350,494	1,376	0.0%	Shares	Sole	2021-05-17
2020-12-31	$294,546	1,376	+6.2%	Shares	Sole	2021-02-09
2020-09-30	$214,176	1,296	+0.1%	Shares	Sole	2020-11-05
2020-06-30	$237,373	1,295	+22.5%	Shares	Sole	2020-08-04
2020-03-31	$157,640	1,057	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.