Position in BA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,173,849
+$590,388 QoQ
Shares Held
23,901
+3.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#571
of 2,609 holders
Holding Since
Sep 2023
10 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, 2026JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $29,842,046 across 8 Aerospace & Defense names. BA ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
19,316 | $9,840,729 | |
| 2 | BA |
Boeing Co
This page
|
23,901 | $5,173,849 | |
| 3 | GE |
General Electric Co
|
13,352 | $4,990,042 | |
| 4 | RTX |
RTX Corp
|
25,104 | $4,762,981 | |
| 5 | GD |
General Dynamics Corp
|
10,504 | $3,720,936 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
1,840 | $494,702 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
2,765 | $472,427 | |
| 8 | BWXT |
BWX Technologies, Inc.
|
1,985 | $386,380 |
All Filings in BA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,173,849 | 23,901 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,583,461 | 23,029 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,577,376 | 7,265 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $765,117 | 3,545 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $232,368 | 1,109 | Shares | Sole | 2025-07-22 | |
| 2024-09-30 | $21,285 | 140 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $12,012 | 66 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $19,684 | 102 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,625,997 | 6,238 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,018,970 | 5,316 | Shares | Sole | 2024-01-05 | |
| No filing history on record for this holder in this stock. | ||||||