Vertrix Wealth Management, LLC

Position in BA — Boeing Co

CIK 2118328 TROY, MI

Position in BA

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,308,777

+$106,636 QoQ

Shares Held

6,046

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#1,043

of 2,609 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Vertrix Wealth Management, LLC holds $7,253,368 across 4 Aerospace & Defense names. BA ranks #2 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp	9,246	$4,710,467
2	BA	Boeing Co This page	6,046	$1,308,777
3	RTX	RTX Corp	5,359	$1,016,763
4	LHX	L3harris Technologies, Inc. /De/	748	$217,361

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,308,777	6,046	+0.1%	Shares	Sole	2026-07-09
2026-03-31	$1,202,141	6,040	—	Shares	Sole	2026-04-24
No filing history on record for this holder in this stock.