Position in BA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$68,188
-$1,472 QoQ
Shares Held
315
-10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,385
of 2,609 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, 2026Ball & Co Wealth Management Inc. holds $120,137 across 2 Aerospace & Defense names. BA ranks #1 (56.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
315 | $68,188 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
102 | $51,949 |
All Filings in BA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,188 | 315 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $69,660 | 350 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $75,992 | 350 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $75,540 | 350 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $73,335 | 350 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $59,692 | 350 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $64,251 | 363 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||