Position in BA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$314,747
+$19,984 QoQ
Shares Held
1,454
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,880
of 2,613 holders
Holding Since
Dec 2020
15 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, 202644 WEALTH MANAGEMENT LLC holds $8,348,738 across 10 Aerospace & Defense names. BA ranks #8 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
5,304 | $1,982,263 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
6,332 | $1,399,878 | |
| 3 | GD |
General Dynamics Corp
|
3,641 | $1,289,787 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
4,367 | $1,269,006 | |
| 5 | LMT |
Lockheed Martin Corp
|
1,269 | $646,504 | |
| 6 | RTX |
RTX Corp
|
2,702 | $512,650 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
838 | $426,801 | |
| 8 | BA |
Boeing Co
This page
|
1,454 | $314,747 |
All Filings in BA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,747 | 1,454 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $294,763 | 1,481 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $323,291 | 1,489 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $340,579 | 1,578 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $331,685 | 1,583 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $254,460 | 1,492 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $276,651 | 1,563 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $229,884 | 1,512 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $261,838 | 1,240 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $375,788 | 1,769 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $342,691 | 1,799 | Shares | Sole | 2023-01-20 | |
| 2021-09-30 | $206,523 | 939 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $224,946 | 939 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $244,021 | 958 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $205,069 | 958 | Shares | Sole | 2021-03-05 | |
| No filing history on record for this holder in this stock. | ||||||