Position in BA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$238,117
+$19,184 QoQ
Shares Held
1,100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,114
of 2,613 holders
Holding Since
Jun 2020
19 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, 2026Tolleson Wealth Management, Inc. holds $238,117 across 1 Aerospace & Defense name. BA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
1,100 | $238,117 |
All Filings in BA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,117 | 1,100 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $218,933 | 1,100 | Shares | Defined | 2026-07-28 | |
| 2025-12-31 | $238,832 | 1,100 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $251,226 | 1,164 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $230,483 | 1,100 | Shares | Defined | 2025-08-28 | |
| 2024-06-30 | $201,849 | 1,109 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $209,973 | 1,088 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $306,275 | 1,175 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $206,056 | 1,075 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $226,997 | 1,075 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $228,362 | 1,075 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $204,776 | 1,075 | Shares | Defined | 2023-02-14 | |
| 2022-03-31 | $205,862 | 1,075 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $216,419 | 1,075 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $236,435 | 1,075 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $286,034 | 1,194 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $304,135 | 1,194 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $255,587 | 1,194 | Shares | Defined | 2021-02-16 | |
| 2020-06-30 | $218,860 | 1,194 | Shares | Defined | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||