Position in BA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$713,701
+$37,199 QoQ
Shares Held
3,297
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,342
of 2,613 holders
Holding Since
Dec 2021
19 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, 2026Montz Harcus Wealth Management LLC holds $1,816,248 across 4 Aerospace & Defense names. BA ranks #1 (39.3% of the industry book) .
All Filings in BA
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $713,701 | 3,297 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $676,502 | 3,399 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $740,813 | 3,412 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $736,843 | 3,414 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $711,982 | 3,398 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $578,335 | 3,391 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $601,092 | 3,396 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $533,660 | 3,510 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $670,342 | 3,683 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $732,590 | 3,796 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $990,768 | 3,801 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $728,384 | 3,800 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $800,718 | 3,792 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $789,602 | 3,717 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $736,815 | 3,868 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $466,158 | 3,850 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $503,949 | 3,686 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $686,719 | 3,586 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $586,847 | 2,915 | Shares | Sole | 2022-03-24 | |
| No filing history on record for this holder in this stock. | ||||||