Position in BA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$31,171
+$2,511 QoQ
Shares Held
144
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,435
of 2,561 holders
Holding Since
Dec 2025
3 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, 2026Acumen Wealth Advisors, LLC holds $4,778,498 across 15 Aerospace & Defense names. BA ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
16,780 | $3,183,669 | |
| 2 | LMT |
Lockheed Martin Corp
|
2,775 | $1,413,751 | |
| 3 | AADX |
Applied Aerospace & Defense, Inc.
|
1,500 | $34,170 | |
| 4 | HWM |
Howmet Aerospace Inc.
|
117 | $31,456 | |
| 5 | GE |
General Electric Co
|
84 | $31,393 | |
| 6 | BA |
Boeing Co
This page
|
144 | $31,171 | |
| 7 | FTAI |
FTAI Aviation Ltd.
|
86 | $23,265 | |
| 8 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
251 | $12,514 |
All Filings in BA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,171 | 144 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $28,660 | 144 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $31,265 | 144 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||