Position in BA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,972,806
+$704,629 QoQ
Shares Held
36,831
+0.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#447
of 2,613 holders
Holding Since
Mar 2020
18 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, 2026Live Oak Private Wealth LLC holds $25,880,060 across 7 Aerospace & Defense names. BA ranks #2 (30.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
62,917 | $11,937,242 | |
| 2 | BA |
Boeing Co
This page
|
36,831 | $7,972,806 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
22,456 | $4,958,284 | |
| 4 | HII |
Huntington Ingalls Industries, Inc.
|
1,103 | $308,718 | |
| 5 | GE |
General Electric Co
|
676 | $252,641 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
476 | $242,431 | |
| 7 | GD |
General Dynamics Corp
|
587 | $207,938 |
All Filings in BA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,972,806 | 36,831 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,268,177 | 36,518 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $7,677,363 | 35,360 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $7,579,302 | 35,117 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,216,213 | 34,440 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,804,328 | 34,033 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $5,981,715 | 33,795 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $5,280,197 | 34,729 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $6,209,453 | 34,116 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $6,655,646 | 34,487 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $11,914,247 | 45,708 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $8,726,998 | 45,529 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $9,605,246 | 45,488 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $9,646,233 | 45,409 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $8,716,060 | 45,756 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,375,830 | 44,399 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $5,997,906 | 43,870 | Shares | Sole | 2022-07-27 | |
| 2020-03-31 | $218,490 | 1,465 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||