Asset One Wealth Management LLC

Position in BA — Boeing Co

CIK 2110759 BELLEVUE, WA

Position in BA

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$477,749

+$26,150 QoQ

Shares Held

2,207

-2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,578

of 2,613 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Asset One Wealth Management LLC holds $1,747,007 across 5 Aerospace & Defense names. BA ranks #1 (27.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co This page	2,207	$477,749
2	LMT	Lockheed Martin Corp	791	$402,982
3	RTX	RTX Corp	2,066	$391,982
4	HEI	Heico Corp	971	$250,430
5	GE	General Electric Co	599	$223,864

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$477,749	2,207	-2.7%	Shares	Sole	2026-08-13
2026-03-31	$451,599	2,269	-0.3%	Shares	Sole	2026-05-13
2025-12-31	$493,948	2,275	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.