Baron Wealth Management LLC

Position in BA — Boeing Co

CIK 1968507 TROY, MI

Position in BA

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$301,326

+$50,350 QoQ

Shares Held

1,392

+10.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,920

of 2,609 holders

Holding Since

Dec 2022

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Baron Wealth Management LLC holds $3,076,251 across 6 Aerospace & Defense names. BA ranks #6 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HEI	Heico Corp	2,113	$752,629
2	RTX	RTX Corp	3,394	$643,943
3	GE	General Electric Co	1,548	$578,534
4	LHX	L3harris Technologies, Inc. /De/	1,587	$461,166
5	GD	General Dynamics Corp	956	$338,653
6	BA	Boeing Co This page	1,392	$301,326

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$301,326	1,392	+10.4%	Shares	Sole	2026-07-07
2026-03-31	$250,976	1,261	-6.8%	Shares	Sole	2026-04-16
2025-12-31	$293,763	1,353	+10.6%	Shares	Sole	2026-01-14
2023-12-31	$318,787	1,223	+0.4%	Shares	Sole	2024-01-04
2023-09-30	$233,466	1,218	+0.7%	Shares	Sole	2023-11-01
2023-06-30	$255,292	1,209	+0.5%	Shares	Sole	2023-08-08
2023-03-31	$255,553	1,203	+10.4%	Shares	Sole	2023-06-06
2022-12-31	$207,634	1,090	—	Shares	Sole	2023-06-06
No filing history on record for this holder in this stock.