Position in BA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$199,368
+$538 QoQ
Shares Held
921
-7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,265
of 2,613 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $4,597,901 across 24 Aerospace & Defense names. BA ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
2,068 | $1,053,562 | |
| 2 | GE |
General Electric Co
|
1,910 | $713,823 | |
| 3 | GD |
General Dynamics Corp
|
1,581 | $560,052 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
2,502 | $553,141 | |
| 5 | MOG-A |
Moog Inc.
|
991 | $420,025 | |
| 6 | RTX |
RTX Corp
|
2,014 | $382,116 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
1,630 | $278,501 | |
| 8 | BA |
Boeing Co
This page
|
921 | $199,368 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $199,368 | 921 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $198,830 | 999 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $208,651 | 961 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $203,743 | 944 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $197,376 | 942 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $160,657 | 942 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $180,894 | 1,022 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $155,840 | 1,025 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $160,168 | 880 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $170,216 | 882 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $230,162 | 883 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $173,470 | 905 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $197,856 | 937 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $195,647 | 921 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $176,774 | 928 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $108,729 | 898 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $122,364 | 895 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $176,754 | 923 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $181,590 | 902 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $209,382 | 952 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $230,934 | 964 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $245,550 | 964 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $211,276 | 987 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $141,793 | 858 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $149,939 | 818 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $113,197 | 759 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||