Position in BA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,456,900
+$423,159 QoQ
Shares Held
20,589
+1.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#616
of 2,609 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $54,234,003 across 20 Aerospace & Defense names. BA ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
71,822 | $13,626,788 | |
| 2 | GE |
General Electric Co
|
21,722 | $8,118,163 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
18,769 | $5,046,233 | |
| 4 | BA |
Boeing Co
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|
20,589 | $4,456,900 | |
| 5 | LMT |
Lockheed Martin Corp
|
8,005 | $4,078,227 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
22,012 | $3,760,970 | |
| 7 | HEI |
Heico Corp
|
9,658 | $3,440,083 | |
| 8 | GD |
General Dynamics Corp
|
8,894 | $3,150,610 |
All Filings in BA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,456,900 | 20,589 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,033,741 | 20,267 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,399,719 | 20,264 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $4,823,584 | 22,349 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,858,162 | 23,186 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,705,198 | 21,725 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,224,813 | 23,869 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,443,282 | 16,070 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,884,130 | 15,846 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,677,929 | 13,876 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,420,011 | 16,957 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,100,615 | 16,176 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,630,842 | 12,459 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,828,809 | 8,609 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,786,415 | 9,378 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,452,596 | 11,997 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,686,577 | 12,336 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,335,917 | 12,198 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $2,377,991 | 11,812 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||