Position in BA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$245,476
+$2,461 QoQ
Shares Held
1,134
-7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
16.43%
of 13F equity value
Holder Rank
#2,089
of 2,613 holders
Holding Since
Mar 2025
6 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, 2026Marks Wealth, LLC holds $245,476 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
|
1,134 | $245,476 |
All Filings in BA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,476 | 1,134 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $243,015 | 1,221 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $265,103 | 1,221 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $306,694 | 1,421 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $297,742 | 1,421 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $208,241 | 1,221 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||