Position in BA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$256,083
+$39,142 QoQ
Shares Held
1,183
+8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,049
of 2,613 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $5,424,683 across 7 Aerospace & Defense names. BA ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
5,091 | $1,902,658 | |
| 2 | GD |
General Dynamics Corp
|
4,862 | $1,722,314 | |
| 3 | LMT |
Lockheed Martin Corp
|
1,169 | $595,558 | |
| 4 | RTX |
RTX Corp
|
1,874 | $355,553 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
1,253 | $336,880 | |
| 6 | BA |
Boeing Co
This page
|
1,183 | $256,083 | |
| 7 | AXON |
Axon Enterprise, Inc.
|
456 | $255,637 |
All Filings in BA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,083 | 1,183 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $216,941 | 1,090 | Shares | Defined | 2026-05-19 | |
| No filing history on record for this holder in this stock. | ||||||