Position in BA
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$404,365
-$44,646 QoQ
Shares Held
1,868
-17.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,689
of 2,613 holders
Holding Since
Dec 2020
23 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, 2026Accel Wealth Management holds $6,244,032 across 8 Aerospace & Defense names. BA ranks #7 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
13,607 | $2,581,656 | |
| 2 | RKLB |
Rocket Lab Corp
|
8,776 | $892,080 | |
| 3 | LMT |
Lockheed Martin Corp
|
1,180 | $601,162 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
1,140 | $580,613 | |
| 5 | GD |
General Dynamics Corp
|
1,376 | $487,434 | |
| 6 | WWD |
Woodward, Inc.
|
963 | $409,698 | |
| 7 | BA |
Boeing Co
This page
|
1,868 | $404,365 | |
| 8 | GE |
General Electric Co
|
768 | $287,024 |
All Filings in BA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $404,365 | 1,868 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $449,011 | 2,256 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $482,223 | 2,221 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $423,242 | 1,961 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $410,678 | 1,960 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $336,665 | 1,974 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $307,095 | 1,735 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $260,444 | 1,713 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $292,490 | 1,607 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $322,100 | 1,669 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $368,312 | 1,413 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $250,142 | 1,305 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $254,658 | 1,206 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $251,092 | 1,182 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $225,349 | 1,183 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $143,237 | 1,183 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $161,739 | 1,183 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $226,544 | 1,183 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $238,161 | 1,183 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $260,189 | 1,183 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $283,399 | 1,183 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $301,079 | 1,182 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $253,018 | 1,182 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||