Position in BA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$400,469
+$32,264 QoQ
Shares Held
1,850
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,696
of 2,613 holders
Holding Since
Mar 2022
18 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, 2026Stone Summit Wealth LLC holds $873,764 across 3 Aerospace & Defense names. BA ranks #1 (45.8% of the industry book) .
All Filings in BA
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,469 | 1,850 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $368,205 | 1,850 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $401,672 | 1,850 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $399,285 | 1,850 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $387,630 | 1,850 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $315,517 | 1,850 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $327,450 | 1,850 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $298,910 | 1,966 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $354,919 | 1,950 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $376,330 | 1,950 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $508,287 | 1,950 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $373,776 | 1,950 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $411,762 | 1,950 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $414,238 | 1,950 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $401,933 | 2,110 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $255,478 | 2,110 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $288,479 | 2,110 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $432,790 | 2,260 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||