Position in BA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$445,062
+$152,289 QoQ
Shares Held
2,056
+39.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,621
of 2,613 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026QTR Family Wealth, LLC holds $3,814,408 across 7 Aerospace & Defense names. BA ranks #5 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
2,450 | $915,638 | |
| 2 | LMT |
Lockheed Martin Corp
|
1,372 | $698,979 | |
| 3 | RTX |
RTX Corp
|
3,287 | $623,642 | |
| 4 | GD |
General Dynamics Corp
|
1,709 | $605,396 | |
| 5 | BA |
Boeing Co
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|
2,056 | $445,062 | |
| 6 | TXT |
Textron Inc
|
3,249 | $298,030 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
447 | $227,661 |
All Filings in BA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,062 | 2,056 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $292,773 | 1,471 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $203,007 | 935 | Shares | Sole | 2026-02-13 | |
| 2025-03-31 | $275,438 | 1,615 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||