Position in BA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,596,273
+$1,103,444 QoQ
Shares Held
30,472
+10.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#488
of 2,561 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026HB Wealth Management, LLC holds $105,325,538 across 24 Aerospace & Defense names. BA ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
162,986 | $30,923,333 | |
| 2 | GD |
General Dynamics Corp
|
46,647 | $16,524,233 | |
| 3 | GE |
General Electric Co
|
42,701 | $15,958,644 | |
| 4 | LMT |
Lockheed Martin Corp
|
16,297 | $8,302,669 | |
| 5 | TDG |
TransDigm Group INC
|
4,956 | $6,601,590 | |
| 6 | BA |
Boeing Co
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|
30,472 | $6,596,273 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
14,729 | $4,280,100 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
7,575 | $3,858,023 |
All Filings in BA
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,596,273 | 30,472 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,492,829 | 27,598 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,263,423 | 24,242 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,818,836 | 22,327 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,805,483 | 18,162 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,000,145 | 17,591 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,390,739 | 13,507 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,476,004 | 9,708 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,302,426 | 12,650 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,962,901 | 10,171 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,021,570 | 11,592 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,368,398 | 12,356 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,311,990 | 10,949 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,004,701 | 9,437 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,643,738 | 8,629 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $850,223 | 7,022 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $876,238 | 6,409 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,053,633 | 5,502 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,011,431 | 5,024 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||