Performance Wealth Partners, LLC

Position in BA — Boeing Co

CIK 1908765 HINSDALE, IL

Position in BA

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$753,532

+$64,690 QoQ

Shares Held

3,481

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,319

of 2,613 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Performance Wealth Partners, LLC holds $12,657,335 across 8 Aerospace & Defense names. BA ranks #4 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	18,484	$6,908,025
2	LMT	Lockheed Martin Corp	4,962	$2,527,940
3	GD	General Dynamics Corp	2,172	$769,409
4	BA	Boeing Co This page	3,481	$753,532
5	SPCX	Space Exploration Technologies Corp	3,505	$598,864
6	RTX	RTX Corp	2,720	$516,065
7	AXON	Axon Enterprise, Inc.	540	$302,729
8	HONA	Honeywell Aerospace Inc.	1,270	$280,771

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$753,532	3,481	+0.6%	Shares	Sole	2026-08-07
2026-03-31	$688,842	3,461	-1.1%	Shares	Sole	2026-04-10
2025-12-31	$759,920	3,500	+59.0%	Shares	Sole	2026-01-21
2025-09-30	$475,041	2,201	0.0%	Shares	Sole	2025-11-07
2025-06-30	$461,175	2,201	+29.5%	Shares	Sole	2025-07-28
2025-03-31	$289,935	1,700	0.0%	Shares	Sole	2025-04-22
2024-12-31	$300,900	1,700	-37.0%	Shares	Sole	2025-01-17
2024-09-30	$410,508	2,700	+125.0%	Shares	Sole	2024-10-10
2024-06-30	$218,412	1,200	0.0%	Shares	Sole	2024-07-22
2024-03-31	$231,588	1,200	0.0%	Shares	Sole	2024-04-30
2023-12-31	$312,792	1,200	—	Shares	Sole	2024-01-22
No filing history on record for this holder in this stock.