Position in BA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$71,002
-$74,289 QoQ
Shares Held
328
-55.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,383
of 2,613 holders
Holding Since
Dec 2021
19 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, 2026Beaird Harris Wealth Management, LLC holds $444,167 across 12 Aerospace & Defense names. BA ranks #4 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
716 | $135,846 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
|
316 | $91,826 | |
| 3 | LMT |
Lockheed Martin Corp
|
143 | $72,852 | |
| 4 | BA |
Boeing Co
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|
328 | $71,002 | |
| 5 | HII |
Huntington Ingalls Industries, Inc.
|
125 | $34,986 | |
| 6 | GE |
General Electric Co
|
50 | $18,686 | |
| 7 | HEI |
Heico Corp
|
23 | $8,192 | |
| 8 | TDG |
TransDigm Group INC
|
5 | $6,660 |
All Filings in BA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,002 | 328 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $145,291 | 730 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $180,209 | 830 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $181,728 | 842 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $150,233 | 717 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $36,668 | 215 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $35,931 | 203 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $30,864 | 203 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $78,992 | 434 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $40,913 | 212 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $61,776 | 237 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $62,871 | 328 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $69,260 | 328 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $69,677 | 328 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $76,005 | 399 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $39,714 | 328 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $27,754 | 203 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $62,812 | 328 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $81,131 | 403 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||