Core Wealth Partners LLC

Position in BA — Boeing Co

CIK 1965078 SANTA ROSA, CA

Position in BA

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$3,104,396

+$235,180 QoQ

Shares Held

14,341

-0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.88%

of 13F equity value

Holder Rank

#727

of 2,613 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Core Wealth Partners LLC holds $7,481,957 across 6 Aerospace & Defense names. BA ranks #1 (41.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co This page	14,341	$3,104,396
2	RTX	RTX Corp	13,139	$2,492,862
3	GE	General Electric Co	2,178	$813,983
4	LMT	Lockheed Martin Corp	1,250	$636,825
5	SPCX	Space Exploration Technologies Corp	1,365	$233,223
6	NOC	Northrop Grumman Corp /De/	394	$200,668

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,104,396	14,341	-0.5%	Shares	Sole	2026-07-17
2026-03-31	$2,869,216	14,416	+0.6%	Shares	Sole	2026-05-08
2025-12-31	$3,110,461	14,326	0.0%	Shares	Sole	2026-02-17
2025-09-30	$3,091,980	14,326	+0.5%	Shares	Sole	2025-11-04
2025-06-30	$2,987,688	14,259	-0.0%	Shares	Sole	2025-08-11
2025-03-31	$2,432,043	14,260	+0.6%	Shares	Sole	2025-05-13
2024-12-31	$2,509,860	14,180	-2.1%	Shares	Sole	2025-02-12
2024-09-30	$2,202,907	14,489	-1.5%	Shares	Sole	2024-11-04
2024-06-30	$2,677,185	14,709	+6.2%	Shares	Sole	2024-08-14
2024-03-31	$2,673,104	13,851	+0.1%	Shares	Sole	2024-04-19
2023-12-31	$3,607,795	13,841	+0.0%	Shares	Sole	2024-02-08
2023-09-30	$2,652,276	13,837	+60.4%	Shares	Sole	2023-11-13
2023-06-30	$1,821,677	8,627	0.0%	Shares	Sole	2023-08-11
2023-03-31	$1,832,633	8,627	-20.1%	Shares	Sole	2023-05-12
2022-12-31	$2,056,149	10,794	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.