Atlantic Edge Private Wealth Management, LLC
Position in BA — Boeing Co
CIK 2011145
JACKSONVILLE, FL
Position in BA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$143,736
+$10,585 QoQ
Shares Held
664
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,300
of 2,609 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Atlantic Edge Private Wealth Management, LLC holds $1,739,284 across 18 Aerospace & Defense names. BA ranks #3 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
4,730 | $897,422 | |
| 2 | LMT |
Lockheed Martin Corp
|
384 | $195,632 | |
| 3 | BA |
Boeing Co
This page
|
664 | $143,736 | |
| 4 | LOAR |
Loar Holdings Inc.
|
1,445 | $116,481 | |
| 5 | GE |
General Electric Co
|
226 | $84,462 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
136 | $69,266 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
303 | $51,770 | |
| 8 | GD |
General Dynamics Corp
|
118 | $41,800 |
All Filings in BA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $143,736 | 664 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $133,151 | 669 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $145,253 | 669 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $164,894 | 764 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $139,127 | 664 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $113,245 | 664 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $117,528 | 664 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $97,913 | 644 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $120,854 | 664 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $132,005 | 684 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $114,690 | 440 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||