Position in BA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$316,479
+$25,498 QoQ
Shares Held
1,462
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,874
of 2,613 holders
Holding Since
Dec 2021
18 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, 2026Clay Northam Wealth Management, LLC holds $552,371 across 2 Aerospace & Defense names. BA ranks #1 (57.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
1,462 | $316,479 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
1,067 | $235,892 |
All Filings in BA
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,479 | 1,462 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $290,981 | 1,462 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $317,429 | 1,462 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $315,543 | 1,462 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $306,332 | 1,462 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $251,390 | 1,474 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $245,322 | 1,386 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $212,247 | 1,396 | Shares | Sole | 2025-01-07 | |
| 2024-06-30 | $259,546 | 1,426 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $275,203 | 1,426 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $374,307 | 1,436 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $275,252 | 1,436 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $303,225 | 1,436 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $315,670 | 1,486 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $283,068 | 1,486 | Shares | Sole | 2023-02-15 | |
| 2022-06-30 | $205,216 | 1,501 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $287,441 | 1,501 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $371,636 | 1,846 | Shares | Sole | 2022-03-15 | |
| No filing history on record for this holder in this stock. | ||||||