SAX WEALTH ADVISORS, LLC

Position in BA — Boeing Co

CIK 1846150 PARSIPPANY, NJ

Position in BA

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$502,643

+$126,875 QoQ

Shares Held

2,322

+23.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,549

of 2,613 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $7,072,413 across 6 Aerospace & Defense names. BA ranks #3 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	10,622	$3,969,760
2	RTX	RTX Corp	7,231	$1,371,937
3	BA	Boeing Co This page	2,322	$502,643
4	HWM	Howmet Aerospace Inc.	1,712	$460,288
5	LMT	Lockheed Martin Corp	802	$408,586
6	GD	General Dynamics Corp	1,014	$359,199

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$502,643	2,322	+23.0%	Shares	Sole	2026-07-09
2026-03-31	$375,768	1,888	-2.9%	Shares	Sole	2026-04-08
2025-12-31	$422,298	1,945	+2.7%	Shares	Sole	2026-01-12
2025-09-30	$408,782	1,894	+46.3%	Shares	Sole	2025-10-20
2025-06-30	$271,341	1,295	-7.4%	Shares	Sole	2025-07-23
2025-03-31	$238,428	1,398	-47.0%	Shares	Sole	2025-05-14
2024-12-31	$466,926	2,638	-5.5%	Shares	Sole	2025-01-15
2024-06-30	$507,989	2,791	+11.0%	Shares	Sole	2024-07-12
2023-12-31	$655,299	2,514	0.0%	Shares	Sole	2024-02-14
2023-09-30	$481,883	2,514	0.0%	Shares	Sole	2023-11-07
2023-06-30	$530,856	2,514	0.0%	Shares	Sole	2023-08-11
2023-03-31	$534,049	2,514	-0.1%	Shares	Sole	2023-05-05
2022-12-31	$479,272	2,516	+0.5%	Shares	Sole	2023-02-06
2022-09-30	$303,063	2,503	-7.3%	Shares	Sole	2022-11-08
2022-06-30	$369,007	2,699	-0.4%	Shares	Sole	2022-08-11
2022-03-31	$519,156	2,711	-1.6%	Shares	Sole	2022-08-11
2021-12-31	$554,636	2,755	-1.3%	Shares	Sole	2022-02-07
2021-09-30	$613,852	2,791	0.0%	Shares	Sole	2021-12-10
2021-06-30	$668,611	2,791	-0.2%	Shares	Sole	2021-08-12
2021-03-31	$712,197	2,796	+1.0%	Shares	Sole	2021-05-14
2020-12-31	$592,304	2,767	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.