Position in BA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,204,588
+$632,471 QoQ
Shares Held
24,043
+4.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#570
of 2,613 holders
Holding Since
Dec 2021
15 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, 2026LAKE STREET PRIVATE WEALTH, LLC holds $16,784,969 across 7 Aerospace & Defense names. BA ranks #2 (31.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXON |
Axon Enterprise, Inc.
|
9,496 | $5,323,552 | |
| 2 | BA |
Boeing Co
This page
|
24,043 | $5,204,588 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
9,362 | $4,768,160 | |
| 4 | RTX |
RTX Corp
|
2,582 | $489,882 | |
| 5 | RKLB |
Rocket Lab Corp
|
3,708 | $376,918 | |
| 6 | GD |
General Dynamics Corp
|
998 | $353,531 | |
| 7 | GE |
General Electric Co
|
718 | $268,338 |
All Filings in BA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,204,588 | 24,043 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,572,117 | 22,972 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,054,117 | 4,855 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $797,923 | 3,697 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $649,962 | 3,102 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $433,473 | 2,449 | Shares | Sole | 2025-01-15 | |
| 2024-03-31 | $771,767 | 3,999 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,256,317 | 16,329 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $409,428 | 2,136 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $269,862 | 1,278 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $291,666 | 1,373 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $220,968 | 1,160 | Shares | Sole | 2023-01-25 | |
| 2022-06-30 | $201,115 | 1,471 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $631,567 | 3,298 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $635,164 | 3,155 | Shares | Sole | 2022-01-24 | |
| No filing history on record for this holder in this stock. | ||||||