Portside Wealth Group, LLC

Position in BA — Boeing Co

CIK 1978608 Provo, UT

Position in BA

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$5,579,080

+$724,142 QoQ

Shares Held

25,773

+5.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.98%

of 13F equity value

Holder Rank

#551

of 2,613 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Portside Wealth Group, LLC holds $21,194,689 across 12 Aerospace & Defense names. BA ranks #1 (26.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co This page	25,773	$5,579,080
2	RTX	RTX Corp	24,991	$4,741,542
3	GD	General Dynamics Corp	5,360	$1,898,726
4	GE	General Electric Co	4,932	$1,843,235
5	CW	Curtiss Wright Corp	1,863	$1,411,706
6	LMT	Lockheed Martin Corp	2,478	$1,262,441
7	MOG-A	Moog Inc.	2,679	$1,135,467
8	NOC	Northrop Grumman Corp /De/	2,108	$1,073,624

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,579,080	25,773	+5.7%	Shares	Other	2026-07-14
2026-03-31	$4,854,938	24,393	+9.2%	Shares	Other	2026-05-12
2025-12-31	$4,850,894	22,342	+15.4%	Shares	Sole	2026-01-21
2025-09-30	$4,178,683	19,361	+9.2%	Shares	Other	2025-11-05
2025-06-30	$3,715,804	17,734	-1.4%	Shares	Other	2025-08-11
2025-03-31	$3,066,488	17,980	+11.4%	Shares	Sole	2025-04-14
2024-12-31	$2,856,072	16,136	+14.1%	Shares	Other	2025-04-14
2024-09-30	$2,149,692	14,139	+46.5%	Shares	Other	2024-10-31
2024-06-30	$1,756,032	9,648	+37.3%	Shares	Other	2024-07-18
2024-03-31	$1,356,333	7,028	+29.5%	Shares	Other	2024-04-17
2023-12-31	$1,415,123	5,429	+6.8%	Shares	Other	2024-01-16
2023-09-30	$974,501	5,084	+16.6%	Shares	Other	2023-10-27
2023-06-30	$921,079	4,362	—	Shares	Other	2023-09-01
No filing history on record for this holder in this stock.