KWB Wealth

Position in BA — Boeing Co

CIK 1822236 REDLANDS, CA

Position in BA

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$475,801

+$36,542 QoQ

Shares Held

2,198

-0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#1,581

of 2,613 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

KWB Wealth holds $1,475,215 across 3 Aerospace & Defense names. BA ranks #2 (32.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	3,152	$598,028
2	BA	Boeing Co This page	2,198	$475,801
3	GE	General Electric Co	1,074	$401,386

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$475,801	2,198	-0.4%	Shares	Sole	2026-07-10
2026-03-31	$439,259	2,207	+1.9%	Shares	Sole	2026-04-08
2025-12-31	$470,281	2,166	+11.3%	Shares	Sole	2026-01-12
2025-09-30	$420,005	1,946	-4.5%	Shares	Sole	2025-10-08
2025-06-30	$426,812	2,037	+15.1%	Shares	Sole	2025-07-17
2025-03-31	$301,702	1,769	-16.0%	Shares	Sole	2025-04-10
2024-09-30	$320,196	2,106	0.0%	Shares	Sole	2024-10-07
2024-06-30	$383,313	2,106	0.0%	Shares	Sole	2024-07-24
2024-03-31	$406,436	2,106	+1.9%	Shares	Sole	2024-04-19
2023-12-31	$538,784	2,067	+1.0%	Shares	Sole	2024-01-10
2023-09-30	$392,177	2,046	-11.6%	Shares	Sole	2023-10-11
2023-06-30	$488,624	2,314	+4.2%	Shares	Sole	2023-07-24
2023-03-31	$471,807	2,221	+15.3%	Shares	Sole	2023-04-07
2022-12-31	$367,074	1,927	-13.2%	Shares	Sole	2023-02-10
2022-09-30	$268,918	2,221	-2.0%	Shares	Sole	2022-11-14
2022-06-30	$309,807	2,266	+0.4%	Shares	Sole	2022-08-10
2022-03-31	$432,215	2,257	0.0%	Shares	Sole	2022-05-10
2021-12-31	$454,379	2,257	0.0%	Shares	Sole	2022-02-02
2021-09-30	$496,404	2,257	0.0%	Shares	Sole	2021-11-12
2021-06-30	$540,686	2,257	0.0%	Shares	Sole	2021-08-10
2021-03-31	$574,903	2,257	-9.0%	Shares	Sole	2021-05-10
2020-12-31	$530,654	2,479	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.