Position in BA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$737,945
+$91,098 QoQ
Shares Held
3,409
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,328
of 2,609 holders
Holding Since
Mar 2022
16 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, 2026WealthPlan Investment Management, LLC holds $13,694,659 across 9 Aerospace & Defense names. BA ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
8,338 | $4,247,877 | |
| 2 | GE |
General Electric Co
|
9,246 | $3,455,507 | |
| 3 | SPCX |
Space Exploration Technologies Corp
|
16,258 | $2,777,841 | |
| 4 | VOYG |
Voyager Technologies, Inc./TX
|
35,892 | $1,157,517 | |
| 5 | BA |
Boeing Co
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|
3,409 | $737,945 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
1,253 | $638,165 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
1,183 | $261,206 | |
| 8 | GD |
General Dynamics Corp
|
592 | $209,709 |
All Filings in BA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $737,945 | 3,409 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $646,847 | 3,250 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $693,915 | 3,196 | Shares | Sole | 2026-02-05 | |
| 2025-06-30 | $713,868 | 3,407 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $476,516 | 2,794 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $510,291 | 2,883 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $561,635 | 3,694 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $676,349 | 3,716 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $717,150 | 3,716 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,229,272 | 4,716 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $894,570 | 4,667 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $681,413 | 3,227 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $959,758 | 4,518 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,679,550 | 8,817 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,124,106 | 9,284 | Shares | Sole | 2022-12-12 | |
| 2022-03-31 | $1,715,840 | 8,960 | Shares | Sole | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||