Keudell/Morrison Wealth Management

Position in BA — Boeing Co

CIK 1785498 Salem, OR

Position in BA

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,013,945

+$82,286 QoQ

Shares Held

4,684

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#130

of 412 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Industrials · as of Jun 30, 2026

Keudell/Morrison Wealth Management holds $6,818,087 across 5 Aerospace & Defense names. BA ranks #3 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	16,926	$3,211,369
2	LHX	L3harris Technologies, Inc. /De/	4,531	$1,316,663
3	BA	Boeing Co This page	4,684	$1,013,945
4	LMT	Lockheed Martin Corp	1,879	$957,275
5	HONA	Honeywell Aerospace Inc.	1,444	$318,835

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,013,945	4,684	+0.1%	Shares	Sole	2026-07-15
2026-03-31	$931,659	4,681	+29.3%	Shares	Sole	2026-04-20
2025-12-31	$786,191	3,621	+3.1%	Shares	Sole	2026-02-06
2025-06-30	$735,869	3,512	-3.1%	Shares	Sole	2025-07-22
2025-03-31	$618,243	3,625	-9.7%	Shares	Sole	2025-04-23
2024-12-31	$710,301	4,013	+5.9%	Shares	Sole	2025-01-23
2024-09-30	$575,927	3,788	+3.2%	Shares	Sole	2024-10-31
2024-06-30	$668,340	3,672	+7.0%	Shares	Sole	2024-07-16
2024-03-31	$662,534	3,433	+7.5%	Shares	Sole	2024-05-07
2023-12-31	$832,287	3,193	-2.4%	Shares	Sole	2024-02-14
2023-09-30	$626,985	3,271	-1.9%	Shares	Sole	2023-10-18
2023-06-30	$703,796	3,333	0.0%	Shares	Sole	2023-07-20
2023-03-31	$708,029	3,333	0.0%	Shares	Sole	2023-04-18
2022-12-31	$634,903	3,333	-4.7%	Shares	Sole	2023-01-20
2022-09-30	$423,416	3,497	-1.4%	Shares	Sole	2022-10-12
2022-06-30	$485,082	3,548	-0.5%	Shares	Sole	2022-07-18
2022-03-31	$682,697	3,565	-4.0%	Shares	Sole	2022-04-18
2021-12-31	$747,903	3,715	+2.8%	Shares	Sole	2022-02-08
2021-09-30	$795,083	3,615	0.0%	Shares	Sole	2021-12-08
2021-06-30	$866,009	3,615	-1.8%	Shares	Sole	2021-07-13
2021-03-31	$938,133	3,683	-0.2%	Shares	Sole	2021-04-13
2020-12-31	$789,881	3,690	-14.6%	Shares	Sole	2021-02-12
2020-09-30	$714,418	4,323	-13.1%	Shares	Sole	2020-10-20
2020-06-30	$911,550	4,973	+1.6%	Shares	Sole	2020-07-14
2020-03-31	$730,338	4,897	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.