Confluence Wealth Services, Inc.

Position in BA — Boeing Co

CIK 1910411 MCMURRAY, PA

Position in BA

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,190,368

+$976,071 QoQ

Shares Held

5,499

+457.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,074

of 2,613 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $18,114,171 across 9 Aerospace & Defense names. BA ranks #5 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	15,736	$5,881,015
2	RTX	RTX Corp	21,046	$3,993,057
3	GD	General Dynamics Corp	6,819	$2,415,562
4	LMT	Lockheed Martin Corp	4,608	$2,347,591
5	BA	Boeing Co This page	5,499	$1,190,368
6	HONA	Honeywell Aerospace Inc.	5,140	$1,134,912
7	HWM	Howmet Aerospace Inc.	2,250	$604,935
8	LHX	L3harris Technologies, Inc. /De/	1,180	$342,896

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,190,368	5,499	+457.1%	Shares	Sole	2026-07-22
2025-12-31	$214,297	987	-3.4%	Shares	Sole	2026-01-28
2025-09-30	$220,578	1,022	-4.7%	Shares	Sole	2025-10-28
2025-06-30	$224,616	1,072	-2.0%	Shares	Sole	2025-07-22
2024-03-31	$211,131	1,094	-43.9%	Shares	Sole	2024-04-22
2023-12-31	$508,547	1,951	-3.2%	Shares	Sole	2024-01-25
2023-09-30	$386,426	2,016	+6.0%	Shares	Sole	2023-11-01
2023-06-30	$401,415	1,901	+0.4%	Shares	Sole	2023-08-01
2023-03-31	$402,129	1,893	-0.5%	Shares	Sole	2023-05-12
2022-12-31	$362,502	1,903	-1.5%	Shares	Sole	2023-02-10
2022-09-30	$233,926	1,932	-19.4%	Shares	Sole	2022-11-08
2022-06-30	$327,581	2,396	-2.6%	Shares	Sole	2022-08-15
2022-03-31	$471,090	2,460	+2.7%	Shares	Sole	2022-04-26
2021-12-31	$482,362	2,396	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.