Burton Enright Welch

Position in BA — Boeing Co

CIK 2105919 WALNUT CREEK, CA

Position in BA

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$410,427

+$54,761 QoQ

Shares Held

1,896

+6.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#1,681

of 2,613 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Burton Enright Welch holds $1,198,610 across 3 Aerospace & Defense names. BA ranks #2 (34.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	1,471	$549,756
2	BA	Boeing Co This page	1,896	$410,427
3	LMT	Lockheed Martin Corp	468	$238,427

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$410,427	1,896	+6.1%	Shares	Sole	2026-07-17
2026-03-31	$355,666	1,787	-3.5%	Shares	Sole	2026-05-04
2025-12-31	$401,889	1,851	+2.8%	Shares	Sole	2026-02-13
2025-09-30	$388,709	1,801	+5.8%	Shares	Sole	2026-03-09
2025-06-30	$356,620	1,702	+0.8%	Shares	Sole	2026-03-09
2025-03-31	$287,888	1,688	-0.3%	Shares	Sole	2026-03-09
2024-12-31	$299,661	1,693	+0.5%	Shares	Sole	2026-03-09
2024-09-30	$256,187	1,685	0.0%	Shares	Sole	2026-03-09
2024-06-30	$306,686	1,685	-0.2%	Shares	Sole	2026-03-09
2024-03-31	$325,767	1,688	+0.1%	Shares	Sole	2026-03-09
2023-12-31	$439,733	1,687	+0.5%	Shares	Sole	2026-03-09
2023-09-30	$321,639	1,678	0.0%	Shares	Sole	2026-03-09
2023-06-30	$354,326	1,678	0.0%	Shares	Sole	2026-03-09
2023-03-31	$356,457	1,678	0.0%	Shares	Sole	2026-03-09
2022-12-31	$319,642	1,678	-4.3%	Shares	Sole	2026-03-09
2022-09-30	$212,253	1,753	+11.2%	Shares	Sole	2026-03-09
2022-06-30	$215,607	1,577	-0.1%	Shares	Sole	2026-03-09
2022-03-31	$302,187	1,578	0.0%	Shares	Sole	2026-03-09
2021-12-31	$317,682	1,578	—	Shares	Sole	2026-03-09
No filing history on record for this holder in this stock.