Position in BA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$14,287
+$2,346 QoQ
Shares Held
66
+10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,529
of 2,613 holders
Holding Since
Mar 2023
8 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, 2026Morton Brown Family Wealth, LLC holds $454,896 across 11 Aerospace & Defense names. BA ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
1,072 | $203,390 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
142 | $72,322 | |
| 3 | GE |
General Electric Co
|
173 | $64,655 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
287 | $49,036 | |
| 5 | WWD |
Woodward, Inc.
|
80 | $34,035 | |
| 6 | BA |
Boeing Co
This page
|
66 | $14,287 | |
| 7 | GD |
General Dynamics Corp
|
29 | $10,272 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
10 | $2,688 |
All Filings in BA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,287 | 66 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $11,941 | 60 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $13,027 | 60 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $12,949 | 60 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $15,924 | 76 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $12,961 | 76 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $10,620 | 60 | Shares | Sole | 2025-01-31 | |
| 2023-03-31 | $4,673 | 22 | Shares | Sole | 2023-04-26 | |
| No filing history on record for this holder in this stock. | ||||||