Position in BA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,086,862
+$256,059 QoQ
Shares Held
14,260
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#731
of 2,613 holders
Holding Since
Dec 2024
7 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, 2026Alteri Wealth LLC holds $9,779,708 across 8 Aerospace & Defense names. BA ranks #1 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
14,260 | $3,086,862 | |
| 2 | RTX |
RTX Corp
|
10,530 | $1,997,856 | |
| 3 | LMT |
Lockheed Martin Corp
|
3,708 | $1,889,077 | |
| 4 | GE |
General Electric Co
|
2,591 | $968,334 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
2,927 | $786,953 | |
| 6 | GD |
General Dynamics Corp
|
1,708 | $605,041 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
792 | $230,147 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
423 | $215,438 |
All Filings in BA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,086,862 | 14,260 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,830,803 | 14,223 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,134,995 | 14,439 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,060,037 | 14,178 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,961,077 | 14,132 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,463,424 | 14,444 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $8,166,249 | 46,137 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||