KMG FIDUCIARY PARTNERS, LLC

Position in BA — Boeing Co

CIK 1773205 TOLEDO, OH

Position in BA

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,881,865

-$474,775 QoQ

Shares Held

13,313

-21.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#760

of 2,613 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

KMG FIDUCIARY PARTNERS, LLC holds $17,877,820 across 5 Aerospace & Defense names. BA ranks #3 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	58,597	$11,117,608
2	GD	General Dynamics Corp	8,940	$3,166,905
3	BA	Boeing Co This page	13,313	$2,881,865
4	GE	General Electric Co	1,230	$459,687
5	TDG	TransDigm Group INC	189	$251,755

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,881,865	13,313	-21.1%	Shares	Sole	2026-07-09
2026-03-31	$3,356,640	16,865	-0.3%	Shares	Sole	2026-04-13
2025-12-31	$3,673,236	16,918	+2.8%	Shares	Sole	2026-01-14
2025-09-30	$3,551,698	16,456	+0.4%	Shares	Sole	2025-10-10
2025-06-30	$3,433,568	16,387	+13.0%	Shares	Sole	2025-07-10
2025-03-31	$2,473,145	14,501	+310.9%	Shares	Sole	2025-04-14
2024-12-31	$624,633	3,529	+5.9%	Shares	Sole	2025-01-15
2024-09-30	$506,749	3,333	-21.4%	Shares	Sole	2024-10-17
2024-06-30	$771,904	4,241	-62.3%	Shares	Sole	2024-07-18
2024-03-31	$2,173,839	11,264	-48.8%	Shares	Sole	2024-04-10
2023-12-31	$5,736,344	22,007	+4.8%	Shares	Sole	2024-01-10
2023-09-30	$4,025,663	21,002	+3.0%	Shares	Sole	2023-10-25
2023-06-30	$4,305,974	20,392	+3.1%	Shares	Sole	2023-07-14
2023-03-31	$4,203,564	19,788	+7.9%	Shares	Sole	2023-04-13
2022-12-31	$3,493,205	18,338	+8.4%	Shares	Sole	2023-01-12
2022-09-30	$2,047,947	16,914	+63.4%	Shares	Sole	2022-10-27
2022-06-30	$1,415,462	10,353	+11.0%	Shares	Sole	2022-07-13
2022-03-31	$1,785,546	9,324	-1.6%	Shares	Sole	2022-04-19
2021-12-31	$1,908,110	9,478	+2.6%	Shares	Sole	2022-01-12
2021-09-30	$2,031,805	9,238	+92.7%	Shares	Sole	2021-10-12
2021-06-30	$1,148,690	4,795	+11.4%	Shares	Sole	2021-07-20
2021-03-31	$1,096,569	4,305	-79.7%	Shares	Sole	2021-04-08
2020-12-31	$4,545,992	21,237	+11.4%	Shares	Sole	2021-01-13
2020-09-30	$3,151,673	19,071	+4.2%	Shares	Sole	2020-10-13
2020-06-30	$3,354,573	18,301	+8.5%	Shares	Sole	2020-07-22
2020-03-31	$2,514,798	16,862	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.