Position in BA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$65,157
+$7,240 QoQ
Shares Held
301
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#370
of 412 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Activest Wealth Management holds $734,241 across 27 Aerospace & Defense names. BA ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPCX |
Space Exploration Technologies Corp
|
1,640 | $280,210 | |
| 2 | RKLB |
Rocket Lab Corp
|
1,107 | $112,526 | |
| 3 | GE |
General Electric Co
|
215 | $80,351 | |
| 4 | BA |
Boeing Co
This page
|
301 | $65,157 | |
| 5 | LMT |
Lockheed Martin Corp
|
104 | $52,983 | |
| 6 | TXT |
Textron Inc
|
304 | $27,885 | |
| 7 | CW |
Curtiss Wright Corp
|
36 | $27,279 | |
| 8 | WWD |
Woodward, Inc.
|
48 | $20,421 |
All Filings in BA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,157 | 301 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $57,917 | 291 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $64,050 | 295 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $52,230 | 242 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $41,067 | 196 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $62,932 | 369 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $44,604 | 252 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $37,857 | 249 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $227,330 | 1,249 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $49,019 | 254 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $66,129 | 345 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $52,156 | 247 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $52,470 | 247 | Shares | Sole | 2023-04-18 | |
| 2022-06-30 | $33,769 | 247 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $23,746 | 124 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $24,963 | 124 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $36,070 | 164 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $67,076 | 280 | Shares | Sole | 2021-09-20 | |
| 2021-03-31 | $62,915 | 247 | Shares | Sole | 2021-09-20 | |
| No filing history on record for this holder in this stock. | ||||||