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Pacific Excel Wealth Advisors, Inc.

Position in BA — Boeing Co

CIK 2110884 WALNUT CREEK, CA

Position in BA

as of Jun 30, 2026 · filed Jul 6, 2026
Position Value
$1,051,178
New position
Shares Held
4,856
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#1,130
of 2,609 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Aerospace & Defense

Industrials · as of Jun 30, 2026

Pacific Excel Wealth Advisors, Inc. holds $3,595,353 across 5 Aerospace & Defense names. BA ranks #2 (29.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 BA
Boeing Co
This page
4,856 $1,051,178

All Filings in BA

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $1,051,178 4,856