Azimuth Capital Investment Management LLC

Position in BA — Boeing Co

CIK 1942364 BLOOMFIELD HILLS, MI

Position in BA

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$27,583,256

+$1,842,906 QoQ

Shares Held

127,423

-1.5% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

1.70%

of 13F equity value

Holder Rank

#238

of 2,613 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Industrials · as of Jun 30, 2026

Azimuth Capital Investment Management LLC holds $72,808,471 across 5 Aerospace & Defense names. BA ranks #1 (37.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co This page	127,423	$27,583,256
2	GD	General Dynamics Corp	50,127	$17,756,988
3	HEI	Heico Corp	45,463	$16,104,816
4	LMT	Lockheed Martin Corp	17,114	$8,718,898
5	GE	General Electric Co	7,076	$2,644,513

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,583,256	127,423	-1.5%	Shares	Sole	2026-08-12
2026-03-31	$25,740,350	129,329	+0.9%	Shares	Sole	2026-05-12
2025-12-31	$27,835,435	128,203	+0.3%	Shares	Sole	2026-02-12
2025-09-30	$27,576,383	127,769	+0.6%	Shares	Sole	2025-11-14
2025-06-30	$26,615,757	127,026	+38.0%	Shares	Sole	2025-08-13
2025-03-31	$15,697,933	92,043	-2.0%	Shares	Sole	2025-05-13
2024-12-31	$16,630,743	93,959	+39.9%	Shares	Sole	2025-02-13
2024-09-30	$10,214,807	67,185	-1.7%	Shares	Sole	2024-11-12
2024-06-30	$12,444,387	68,372	-1.6%	Shares	Sole	2024-08-13
2024-03-31	$13,404,892	69,459	-0.1%	Shares	Sole	2024-05-14
2023-12-31	$18,118,997	69,512	+2.9%	Shares	Sole	2024-02-13
2023-09-30	$12,942,808	67,523	-0.1%	Shares	Sole	2023-11-13
2023-06-30	$14,272,726	67,592	-2.5%	Shares	Sole	2023-08-14
2023-03-31	$14,733,932	69,359	-6.0%	Shares	Sole	2023-05-15
2022-12-31	$14,051,304	73,764	+24.7%	Shares	Sole	2023-02-14
2022-09-30	$7,160,792	59,141	-0.4%	Shares	Sole	2022-11-14
2022-06-30	$8,119,664	59,389	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.