Position in BA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$76,197
+$15,294 QoQ
Shares Held
352
+15.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#2,375
of 2,613 holders
Holding Since
Jun 2025
5 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $604,840 across 12 Aerospace & Defense names. BA ranks #3 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOC |
Northrop Grumman Corp /De/
|
318 | $161,960 | |
| 2 | LMT |
Lockheed Martin Corp
|
199 | $101,382 | |
| 3 | BA |
Boeing Co
This page
|
352 | $76,197 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
443 | $75,690 | |
| 5 | GD |
General Dynamics Corp
|
171 | $60,575 | |
| 6 | GE |
General Electric Co
|
128 | $47,837 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
122 | $26,937 | |
| 8 | RTX |
RTX Corp
|
114 | $21,629 |
All Filings in BA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,197 | 352 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $60,903 | 306 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $62,747 | 289 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $59,569 | 276 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $57,830 | 276 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||