Position in BA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$43,510
-$63,830 QoQ
Shares Held
201
-64.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,445
of 2,613 holders
Holding Since
Mar 2023
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Buck Wealth Strategies, LLC holds $14,246,688 across 14 Aerospace & Defense names. BA ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
25,660 | $13,072,743 | |
| 2 | GE |
General Electric Co
|
872 | $325,892 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
841 | $226,111 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
397 | $202,196 | |
| 5 | RTX |
RTX Corp
|
919 | $174,361 | |
| 6 | GD |
General Dynamics Corp
|
195 | $69,076 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
212 | $61,605 | |
| 8 | BA |
Boeing Co
This page
|
201 | $43,510 |
All Filings in BA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,510 | 201 | Shares | Sole | 2026-07-30 | |
| 2023-09-30 | $107,340 | 560 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,111 | 10 | Shares | Sole | 2023-11-06 | |
| 2023-03-31 | $2,124 | 10 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||