Position in BA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,978
+$401 QoQ
Shares Held
23
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,567
of 2,613 holders
Holding Since
Dec 2024
7 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, 2026MPWM ADVISORY SOLUTIONS, LLC holds $388,415 across 10 Aerospace & Defense names. BA ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPCX |
Space Exploration Technologies Corp
|
1,023 | $174,789 | |
| 2 | LMT |
Lockheed Martin Corp
|
111 | $56,550 | |
| 3 | RTX |
RTX Corp
|
276 | $52,365 | |
| 4 | GE |
General Electric Co
|
127 | $47,463 | |
| 5 | BWXT |
BWX Technologies, Inc.
|
122 | $23,747 | |
| 6 | GD |
General Dynamics Corp
|
44 | $15,586 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
24 | $5,305 | |
| 8 | BA |
Boeing Co
This page
|
23 | $4,978 |
All Filings in BA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,978 | 23 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,577 | 23 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,993 | 23 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,237 | 15 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,142 | 15 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,558 | 15 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,425 | 25 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||