Lodestone Wealth Management LLC

Position in BA — Boeing Co

CIK 1950158 SPOKANE, WA

Position in BA

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$585,984

+$48,006 QoQ

Shares Held

2,707

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,456

of 2,613 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Lodestone Wealth Management LLC holds $1,995,248 across 18 Aerospace & Defense names. BA ranks #1 (29.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co This page	2,707	$585,984
2	RKLB	Rocket Lab Corp	3,939	$400,399
3	AXON	Axon Enterprise, Inc.	357	$200,137
4	RTX	RTX Corp	860	$163,167
5	LMT	Lockheed Martin Corp	308	$156,913
6	GE	General Electric Co	286	$106,886
7	AVAV	AeroVironment Inc	564	$93,099
8	HONA	Honeywell Aerospace Inc.	406	$89,644

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$585,984	2,707	+0.1%	Shares	Sole	2026-07-24
2026-03-31	$537,978	2,703	0.0%	Shares	Sole	2026-05-01
2025-12-31	$586,875	2,703	-7.4%	Shares	Sole	2026-01-15
2025-09-30	$630,223	2,920	-0.1%	Shares	Sole	2025-10-24
2025-06-30	$612,456	2,923	-1.7%	Shares	Sole	2025-08-12
2025-03-31	$507,215	2,974	+0.8%	Shares	Sole	2025-04-28
2024-12-31	$521,973	2,949	+0.1%	Shares	Sole	2025-01-30
2024-09-30	$448,061	2,947	-14.1%	Shares	Sole	2024-10-29
2024-06-30	$624,112	3,429	-1.7%	Shares	Sole	2024-07-16
2024-03-31	$673,535	3,490	+0.5%	Shares	Sole	2024-04-30
2023-12-31	$904,750	3,471	+35.4%	Shares	Sole	2024-01-25
2023-09-30	$491,467	2,564	-0.2%	Shares	Sole	2023-10-20
2023-06-30	$542,470	2,569	-1.3%	Shares	Sole	2023-07-25
2023-03-31	$552,742	2,602	-1.9%	Shares	Sole	2023-05-15
2022-12-31	$505,369	2,653	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.