Caldwell Trust Co

Bank

Position in BA — Boeing Co

CIK 2080218 Venice, FL

Position in BA

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$185,731

+$37 QoQ

Shares Held

858

-8.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,270

of 2,609 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Caldwell Trust Co holds $16,499,721 across 13 Aerospace & Defense names. BA ranks #8 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	21,401	$4,060,410
2	LMT	Lockheed Martin Corp	6,394	$3,257,487
3	HONA	Honeywell Aerospace Inc.	11,143	$2,463,494
4	GE	General Electric Co	6,057	$2,263,682
5	GD	General Dynamics Corp	4,499	$1,593,725
6	LHX	L3harris Technologies, Inc. /De/	4,108	$1,193,743
7	NOC	Northrop Grumman Corp /De/	2,336	$1,189,748
8	BA	Boeing Co This page	858	$185,731

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$185,731	858	-8.0%	Shares	Sole	2026-08-03
2026-03-31	$185,694	933	-2.6%	Shares	Sole	2026-04-22
2025-12-31	$208,000	958	-7.1%	Shares	Sole	2026-01-30
2025-09-30	$222,520	1,031	0.0%	Shares	Sole	2025-10-23
2025-06-30	$216,025	1,031	-6.8%	Shares	Sole	2025-09-22
2025-03-31	$188,628	1,106	0.0%	Shares	Sole	2025-09-23
2024-12-31	$195,762	1,106	-18.9%	Shares	Sole	2025-09-24
2024-09-30	$207,382	1,364	-44.9%	Shares	Sole	2025-09-24
2024-06-30	$450,838	2,477	-52.4%	Shares	Sole	2025-09-24
2024-03-31	$1,004,126	5,203	-30.9%	Shares	Sole	2025-09-24
2023-12-31	$1,963,551	7,533	-1.0%	Shares	Sole	2025-10-01
2023-09-30	$1,458,301	7,608	-2.8%	Shares	Sole	2025-10-01
2023-06-30	$1,652,960	7,828	-0.6%	Shares	Sole	2025-10-01
2023-03-31	$1,673,098	7,876	-3.0%	Shares	Sole	2025-10-01
2022-12-31	$1,546,969	8,121	-7.1%	Shares	Sole	2025-10-01
2022-09-30	$1,058,844	8,745	+0.8%	Shares	Sole	2025-10-01
2022-06-30	$1,186,319	8,677	-7.3%	Shares	Sole	2025-10-02
2022-03-31	$1,793,014	9,363	-9.2%	Shares	Sole	2025-10-02
2021-12-31	$2,076,414	10,314	+0.2%	Shares	Sole	2025-10-02
2021-09-30	$2,263,622	10,292	-0.1%	Shares	Sole	2025-10-02
2021-06-30	$2,467,228	10,299	+4.0%	Shares	Sole	2025-10-02
2021-03-31	$2,521,473	9,899	-1.4%	Shares	Sole	2025-10-02
2020-12-31	$2,150,018	10,044	-0.0%	Shares	Sole	2025-10-02
2020-09-30	$1,660,201	10,046	-16.3%	Shares	Sole	2025-10-02
2020-06-30	$2,199,783	12,001	-17.3%	Shares	Sole	2025-10-02
2020-03-31	$2,164,767	14,515	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.