Position in BA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$251,538
+$10,314 QoQ
Shares Held
1,162
-4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,067
of 2,613 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Derivatives in BA
reported options exposure · as of Sep 30, 2021CallValue
$4,000
CallShares
3,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026SkyOak Wealth, LLC holds $4,491,208 across 9 Aerospace & Defense names. BA ranks #7 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
1,867 | $951,161 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
1,615 | $822,535 | |
| 3 | RTX |
RTX Corp
|
4,265 | $809,198 | |
| 4 | ESLT |
Elbit Systems Ltd
|
700 | $531,104 | |
| 5 | AVAV |
AeroVironment Inc
|
3,000 | $495,210 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
1,774 | $303,105 | |
| 7 | BA |
Boeing Co
This page
|
1,162 | $251,538 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
373 | $209,107 |
All Filings in BA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,538 | 1,162 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $241,224 | 1,212 | Shares | Sole | 2026-04-30 | |
| 2023-12-31 | $251,797 | 966 | Shares | Sole | 2024-01-12 | |
| 2023-06-30 | $203,980 | 966 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $205,207 | 966 | Shares | Sole | 2023-05-02 | |
| 2022-06-30 | $203,986 | 1,492 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $419,768 | 2,192 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $453,372 | 2,252 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $429,322 | 1,952 | Shares | Sole | 2021-10-21 | |
| 2021-09-30 | $4,000 | 3,000 | Call | Sole | 2021-10-21 | |
| 2021-06-30 | $20,000 | 1,000 | Call | Sole | 2021-07-19 | |
| 2021-06-30 | $467,621 | 1,952 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $12,000 | 500 | Call | Sole | 2021-04-29 | |
| 2021-03-31 | $369,853 | 1,452 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $312,955 | 1,462 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $242,932 | 1,470 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $283,015 | 1,544 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $227,587 | 1,526 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||