AVISO WEALTH MANAGEMENT

Position in BA — Boeing Co

CIK 2011802 BELLEVUE, WA

Position in BA

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,883,163

+$170,186 QoQ

Shares Held

13,319

-2.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.21%

of 13F equity value

Holder Rank

#756

of 2,609 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

AVISO WEALTH MANAGEMENT holds $11,649,287 across 8 Aerospace & Defense names. BA ranks #2 (24.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	14,368	$5,369,752
2	BA	Boeing Co This page	13,319	$2,883,163
3	LMT	Lockheed Martin Corp	2,008	$1,022,995
4	NOC	Northrop Grumman Corp /De/	1,164	$592,836
5	RTX	RTX Corp	2,800	$531,244
6	HONA	Honeywell Aerospace Inc.	2,181	$482,175
7	HWM	Howmet Aerospace Inc.	1,466	$394,148
8	TXT	Textron Inc	4,066	$372,974

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,883,163	13,319	-2.3%	Shares	Sole	2026-08-05
2026-03-31	$2,712,977	13,631	+0.4%	Shares	Sole	2026-05-08
2025-12-31	$2,946,752	13,572	+70.9%	Shares	Sole	2026-02-13
2025-09-30	$1,713,690	7,940	+93.9%	Shares	Sole	2025-11-14
2025-06-30	$857,815	4,094	-0.0%	Shares	Sole	2025-08-11
2025-03-31	$698,572	4,096	-4.4%	Shares	Sole	2025-05-09
2024-12-31	$758,268	4,284	-16.3%	Shares	Sole	2025-02-12
2024-09-30	$777,836	5,116	-23.5%	Shares	Sole	2024-11-07
2024-06-30	$1,217,282	6,688	-32.0%	Shares	Sole	2024-08-15
2024-03-31	$1,897,284	9,831	+2.5%	Shares	Sole	2024-05-14
2023-12-31	$2,499,468	9,589	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.