Position in BA
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$858,520
+$16,823 QoQ
Shares Held
3,966
-6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,239
of 2,609 holders
Holding Since
Dec 2024
6 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, 2026Grant Private Wealth Management Inc holds $3,066,478 across 7 Aerospace & Defense names. BA ranks #1 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
3,966 | $858,520 | |
| 2 | RTX |
RTX Corp
|
3,709 | $703,708 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
1,056 | $537,831 | |
| 4 | LMT |
Lockheed Martin Corp
|
629 | $320,450 | |
| 5 | RKLB |
Rocket Lab Corp
|
2,320 | $235,828 | |
| 6 | BWXT |
BWX Technologies, Inc.
|
1,057 | $205,745 | |
| 7 | GD |
General Dynamics Corp
|
577 | $204,396 |
All Filings in BA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $858,520 | 3,966 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $841,697 | 4,229 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $987,027 | 4,546 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $988,285 | 4,579 | Shares | Sole | 2025-10-07 | |
| 2025-03-31 | $843,540 | 4,946 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $902,523 | 5,099 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||