Position in BA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,794,526
+$668,928 QoQ
Shares Held
40,627
-0.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#427
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, 2026TRITONPOINT WEALTH, LLC holds $26,175,950 across 8 Aerospace & Defense names. BA ranks #1 (33.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
40,627 | $8,794,526 | |
| 2 | RTX |
RTX Corp
|
30,453 | $5,777,847 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
12,615 | $3,665,792 | |
| 4 | LMT |
Lockheed Martin Corp
|
6,977 | $3,554,502 | |
| 5 | AVAV |
AeroVironment Inc
|
16,354 | $2,699,554 | |
| 6 | GE |
General Electric Co
|
3,119 | $1,165,663 | |
| 7 | GD |
General Dynamics Corp
|
746 | $264,263 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
944 | $253,803 |
All Filings in BA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,794,526 | 40,627 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,125,598 | 40,826 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $8,944,692 | 41,197 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $10,176,384 | 47,150 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $9,862,996 | 47,072 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $8,241,999 | 48,326 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $8,417,943 | 47,559 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $10,190,937 | 67,028 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $11,131,185 | 61,157 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $11,988,731 | 62,121 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $10,039,059 | 38,514 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||