Position in BA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,705,225
-$2,908,416 QoQ
Shares Held
12,497
-55.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#783
of 2,609 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Derivatives in BA
reported options exposure · as of Mar 31, 2025CallValue
$119,385
CallShares
700
PutValue
$68,220
PutShares
400
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, 2026SteelPeak Wealth, LLC holds $28,648,318 across 17 Aerospace & Defense names. BA ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXT |
Textron Inc
|
38,974 | $3,575,085 | |
| 2 | HWM |
Howmet Aerospace Inc.
|
12,526 | $3,367,740 | |
| 3 | WWD |
Woodward, Inc.
|
7,873 | $3,349,489 | |
| 4 | BA |
Boeing Co
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|
12,497 | $2,705,225 | |
| 5 | ESLT |
Elbit Systems Ltd
|
3,420 | $2,594,822 | |
| 6 | RTX |
RTX Corp
|
12,636 | $2,397,428 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
4,166 | $2,121,785 | |
| 8 | GE |
General Electric Co
|
5,554 | $2,075,696 |
All Filings in BA
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,705,225 | 12,497 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $5,613,641 | 28,205 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,431,202 | 20,409 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $5,689,278 | 26,360 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,672,432 | 17,527 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $6,700,909 | 39,290 | Shares | Sole | 2025-05-01 | |
| 2025-03-31 | $119,385 | 700 | Call | Sole | 2025-05-01 | |
| 2025-03-31 | $68,220 | 400 | Put | Sole | 2025-05-01 | |
| 2024-12-31 | $5,949,324 | 33,612 | Shares | Sole | 2025-01-23 | |
| 2024-12-31 | $159,300 | 900 | Call | Sole | 2025-01-23 | |
| 2024-09-30 | $2,215,526 | 14,572 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,531,577 | 13,909 | Shares | Sole | 2024-07-17 | |
| 2024-06-30 | $72,804 | 400 | Put | Sole | 2024-07-17 | |
| 2024-03-31 | $3,403,571 | 17,636 | Shares | Sole | 2024-04-18 | |
| 2024-03-31 | $38,598 | 200 | Call | Sole | 2024-04-18 | |
| 2023-12-31 | $4,477,617 | 17,178 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,420,529 | 17,845 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $6,038,542 | 28,597 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $5,976,718 | 28,135 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,987,980 | 26,185 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $4,163,820 | 34,389 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $4,250,898 | 31,092 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $6,890,744 | 35,983 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $6,661,276 | 33,088 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $7,525,027 | 34,214 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,370,542 | 30,767 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,237,359 | 28,413 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $5,382,966 | 25,147 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $3,781,479 | 22,882 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $4,194,820 | 22,885 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $149,140 | 1,000 | Call | Sole | 2020-04-16 | |
| 2020-03-31 | $4,041,694 | 27,100 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||