Position in BA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$627,979
+$160,657 QoQ
Shares Held
2,901
+23.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,414
of 2,609 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Capital Advisors Wealth Management, LLC holds $5,271,384 across 7 Aerospace & Defense names. BA ranks #5 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKLB |
Rocket Lab Corp
|
14,219 | $1,445,361 | |
| 2 | LMT |
Lockheed Martin Corp
|
1,968 | $1,002,617 | |
| 3 | GE |
General Electric Co
|
2,370 | $885,740 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
2,416 | $702,065 | |
| 5 | BA |
Boeing Co
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|
2,901 | $627,979 | |
| 6 | BWXT |
BWX Technologies, Inc.
|
1,603 | $312,023 | |
| 7 | RTX |
RTX Corp
|
1,558 | $295,599 |
All Filings in BA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $627,979 | 2,901 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $467,322 | 2,348 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $513,054 | 2,363 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $493,603 | 2,287 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $471,861 | 2,252 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $338,882 | 1,987 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $287,448 | 1,624 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $257,403 | 1,693 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $313,239 | 1,721 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $382,120 | 1,980 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $573,712 | 2,201 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $414,603 | 2,163 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $442,169 | 2,094 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $433,994 | 2,043 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $392,599 | 2,061 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $251,362 | 2,076 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $311,038 | 2,275 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $537,540 | 2,807 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $453,573 | 2,253 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $688,412 | 3,130 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $624,532 | 2,607 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $560,638 | 2,201 | Shares | Sole | 2021-04-20 | |
| No filing history on record for this holder in this stock. | ||||||