Position in BA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,372,294
+$167,838 QoQ
Shares Held
10,959
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#826
of 2,613 holders
Holding Since
Mar 2026
2 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, 2026SHRIER WEALTH MANAGEMENT, LLC holds $2,372,294 across 1 Aerospace & Defense name. BA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
10,959 | $2,372,294 |
All Filings in BA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,372,294 | 10,959 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,204,456 | 11,076 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||