Position in BA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$858,952
+$74,177 QoQ
Shares Held
3,968
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#1,240
of 2,613 holders
Holding Since
Dec 2025
3 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, 2026FULCRUM WEALTH ADVISORS, LLC holds $6,974,128 across 5 Aerospace & Defense names. BA ranks #4 (12.3% of the industry book) .
All Filings in BA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $858,952 | 3,968 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $784,775 | 3,943 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $861,532 | 3,968 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||