Position in BA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$271,453
+$21,870 QoQ
Shares Held
1,254
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,003
of 2,613 holders
Holding Since
Mar 2026
2 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, 2026Summit Wealth Partners, LLC holds $2,472,716 across 7 Aerospace & Defense names. BA ranks #6 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
1,355 | $690,318 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
690 | $351,423 | |
| 3 | GE |
General Electric Co
|
881 | $329,256 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
1,378 | $304,648 | |
| 5 | RTX |
RTX Corp
|
1,524 | $289,148 | |
| 6 | BA |
Boeing Co
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|
1,254 | $271,453 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
1,384 | $236,470 |
All Filings in BA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,453 | 1,254 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $249,583 | 1,254 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||