Position in BA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$313,015
+$46,116 QoQ
Shares Held
1,446
+7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,887
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, 2026Smallwood Wealth Investment Management, LLC holds $945,353 across 10 Aerospace & Defense names. BA ranks #1 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
1,446 | $313,015 | |
| 2 | RTX |
RTX Corp
|
991 | $188,022 | |
| 3 | LMT |
Lockheed Martin Corp
|
363 | $184,933 | |
| 4 | GE |
General Electric Co
|
281 | $105,018 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
361 | $61,680 | |
| 6 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
1,000 | $49,860 | |
| 7 | GD |
General Dynamics Corp
|
100 | $35,424 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
24 | $6,452 |
All Filings in BA
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,015 | 1,446 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $266,899 | 1,341 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $296,585 | 1,366 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $315,111 | 1,460 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $314,714 | 1,502 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $256,166 | 1,502 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $291,696 | 1,648 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $277,625 | 1,826 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $229,150 | 1,259 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $301,257 | 1,561 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $406,890 | 1,561 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $280,044 | 1,461 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $266,272 | 1,261 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $267,874 | 1,261 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $840,251 | 4,411 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $612,785 | 5,061 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $773,971 | 5,661 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $241,481 | 1,261 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $253,864 | 1,261 | Shares | Sole | 2022-04-05 | |
| No filing history on record for this holder in this stock. | ||||||