Position in BA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$278,380
-$160,921 QoQ
Shares Held
1,286
-43.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#285
of 412 holders
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 9.720062208398133.ToString("F0")%
Shared 0.ToString("F0")%
None 90.27993779160187.ToString("F0")%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026MBL Wealth, LLC holds $6,426,105 across 9 Aerospace & Defense names. BA ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
11,424 | $2,167,474 | |
| 2 | GE |
General Electric Co
|
4,811 | $1,798,014 | |
| 3 | HEI |
Heico Corp
|
1,749 | $622,976 | |
| 4 | GD |
General Dynamics Corp
|
1,617 | $572,806 | |
| 5 | LMT |
Lockheed Martin Corp
|
936 | $476,854 | |
| 6 | BA |
Boeing Co
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|
1,286 | $278,380 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
806 | $234,215 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
1,033 | $228,086 |
All Filings in BA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,380 | 1,286 | Shares | Sole | 2026-07-15 | |
| 2022-03-31 | $439,301 | 2,294 | Shares | Sole | 2022-05-02 | |
| 2021-03-31 | $961,058 | 3,773 | Shares | Defined | 2021-05-27 | |
| 2020-12-31 | $712,177 | 3,327 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||