Blue Zone Wealth Advisors, LLC

Position in BA — Boeing Co

CIK 1803106 LOS ANGELES, CA

Position in BA

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$5,246,150

+$204,522 QoQ

Shares Held

24,235

-4.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

#568

of 2,613 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Blue Zone Wealth Advisors, LLC holds $5,979,471 across 4 Aerospace & Defense names. BA ranks #1 (87.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co This page	24,235	$5,246,150
2	LHX	L3harris Technologies, Inc. /De/	858	$249,326
3	GE	General Electric Co	663	$247,782
4	RTX	RTX Corp	1,245	$236,213

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,246,150	24,235	-4.3%	Shares	Sole	2026-07-14
2026-03-31	$5,041,628	25,331	-1.2%	Shares	Sole	2026-04-16
2025-12-31	$5,568,259	25,646	+0.9%	Shares	Sole	2026-01-21
2025-09-30	$5,485,103	25,414	+1.1%	Shares	Sole	2025-10-15
2025-06-30	$5,269,469	25,149	+4.5%	Shares	Sole	2025-07-24
2025-03-31	$4,102,750	24,056	+11.6%	Shares	Sole	2025-04-11
2024-12-31	$3,816,828	21,564	+0.8%	Shares	Sole	2025-01-30
2024-09-30	$3,252,895	21,395	+2.6%	Shares	Sole	2024-10-07
2024-06-30	$3,793,634	20,843	-1.1%	Shares	Sole	2024-07-12
2024-03-31	$4,066,685	21,072	+14.4%	Shares	Sole	2024-04-18
2023-12-31	$4,801,096	18,419	+0.9%	Shares	Sole	2024-01-10
2023-09-30	$3,497,584	18,247	+0.5%	Shares	Sole	2023-10-13
2023-06-30	$3,834,876	18,161	+11.2%	Shares	Sole	2023-07-24
2023-03-31	$3,468,557	16,328	-0.2%	Shares	Sole	2023-04-21
2022-12-31	$3,116,035	16,358	+1.8%	Shares	Sole	2023-01-27
2022-09-30	$1,945,271	16,066	+2.9%	Shares	Sole	2022-10-14
2022-06-30	$2,134,062	15,609	-0.7%	Shares	Sole	2022-07-13
2022-03-31	$3,010,571	15,721	+17.1%	Shares	Sole	2022-04-08
2021-12-31	$2,702,318	13,423	+2.1%	Shares	Sole	2022-01-24
2021-09-30	$2,890,451	13,142	+13.5%	Shares	Sole	2021-10-26
2021-06-30	$2,774,583	11,582	+11.0%	Shares	Sole	2021-08-04
2021-03-31	$2,658,257	10,436	-0.2%	Shares	Sole	2021-05-04
2020-12-31	$2,237,783	10,454	—	Shares	Sole	2021-01-22
No filing history on record for this holder in this stock.