Position in BA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,870,733
+$323,474 QoQ
Shares Held
8,642
+11.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#423
of 1,575 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Golden State Wealth Management, LLC holds $13,719,250 across 27 Aerospace & Defense names. BA ranks #2 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
26,263 | $4,982,878 | |
| 2 | BA |
Boeing Co
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|
8,642 | $1,870,733 | |
| 3 | LMT |
Lockheed Martin Corp
|
2,834 | $1,443,809 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
6,632 | $1,133,143 | |
| 5 | GE |
General Electric Co
|
2,140 | $799,782 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
1,114 | $624,519 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
1,190 | $606,078 | |
| 8 | BWXT |
BWX Technologies, Inc.
|
3,100 | $603,415 |
All Filings in BA
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,870,733 | 8,642 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,547,259 | 7,774 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,617,326 | 7,449 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,223,540 | 5,669 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $998,200 | 4,764 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $895,387 | 5,250 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $671,892 | 3,796 | Shares | Sole | 2025-01-28 | |
| 2022-03-31 | $822,875 | 4,297 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $908,355 | 4,512 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,035,257 | 4,707 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,172,406 | 4,894 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,299,581 | 5,102 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,083,357 | 5,061 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $746,975 | 4,520 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $842,080 | 4,594 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $620,869 | 4,163 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||