Position in BA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,091,533
+$171,889 QoQ
Shares Held
9,662
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#863
of 2,613 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Spire Wealth Management holds $23,867,412 across 36 Aerospace & Defense names. BA ranks #5 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWXT |
BWX Technologies, Inc.
|
25,433 | $4,950,533 | |
| 2 | LMT |
Lockheed Martin Corp
|
7,122 | $3,628,373 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
13,362 | $3,592,506 | |
| 4 | GE |
General Electric Co
|
9,469 | $3,538,849 | |
| 5 | BA |
Boeing Co
This page
|
9,662 | $2,091,533 | |
| 6 | RTX |
RTX Corp
|
10,351 | $1,963,895 | |
| 7 | CW |
Curtiss Wright Corp
|
936 | $709,263 | |
| 8 | GD |
General Dynamics Corp
|
1,915 | $678,369 |
All Filings in BA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,091,533 | 9,662 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,919,644 | 9,645 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,956,251 | 9,010 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,135,853 | 9,896 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,894,151 | 9,040 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,547,059 | 9,071 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,842,747 | 10,411 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,686,427 | 11,092 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,942,774 | 10,674 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,580,469 | 13,371 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,360,168 | 12,891 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,013,017 | 15,719 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,652,645 | 17,298 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,388,378 | 20,658 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,907,829 | 15,265 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,673,204 | 13,819 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,352,404 | 17,206 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,896,259 | 20,346 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $5,057,561 | 25,122 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $4,771,158 | 21,693 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $5,613,369 | 23,432 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $6,331,065 | 24,855 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||