Position in BA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$403,283
+$44,830 QoQ
Shares Held
1,863
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#1,689
of 2,609 holders
Holding Since
Mar 2021
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026ACT WEALTH MANAGEMENT, LLC holds $403,283 across 1 Aerospace & Defense name. BA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
1,863 | $403,283 |
All Filings in BA
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,283 | 1,863 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $358,453 | 1,801 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $336,753 | 1,551 | Shares | Sole | 2026-01-15 | |
| 2025-06-30 | $225,454 | 1,076 | Shares | Sole | 2025-07-09 | |
| 2023-12-31 | $216,608 | 831 | Shares | Sole | 2024-01-18 | |
| 2021-09-30 | $198,385 | 902 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $216,083 | 902 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $228,483 | 897 | Shares | Sole | 2021-04-08 | |
| No filing history on record for this holder in this stock. | ||||||