Position in BA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$626,031
+$53,621 QoQ
Shares Held
2,892
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,420
of 2,613 holders
Holding Since
Dec 2023
11 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, 2026Trueblood Wealth Management, LLC holds $2,975,319 across 7 Aerospace & Defense names. BA ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
1,256 | $639,881 | |
| 2 | BA |
Boeing Co
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|
2,892 | $626,031 | |
| 3 | GD |
General Dynamics Corp
|
1,564 | $554,031 | |
| 4 | GE |
General Electric Co
|
1,192 | $445,486 | |
| 5 | RTX |
RTX Corp
|
1,396 | $264,863 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
439 | $223,587 | |
| 7 | AXON |
Axon Enterprise, Inc.
|
395 | $221,440 |
All Filings in BA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $626,031 | 2,892 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $572,410 | 2,876 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $606,199 | 2,792 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $539,790 | 2,501 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $313,666 | 1,497 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $209,776 | 1,230 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $219,480 | 1,240 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $212,247 | 1,396 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $253,721 | 1,394 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $275,782 | 1,429 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $528,879 | 2,029 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||