Position in BA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$140,489
-$122,824 QoQ
Shares Held
649
-50.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,305
of 2,613 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $4,687,560 across 23 Aerospace & Defense names. BA ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
11,775 | $2,234,070 | |
| 2 | DRS |
Leonardo DRS, Inc.
|
19,517 | $832,790 | |
| 3 | GE |
General Electric Co
|
1,637 | $611,796 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
941 | $208,036 | |
| 5 | BA |
Boeing Co
This page
|
649 | $140,489 | |
| 6 | GD |
General Dynamics Corp
|
361 | $127,880 | |
| 7 | TXT |
Textron Inc
|
1,006 | $92,280 | |
| 8 | EMBJ |
Embraer S.A.
|
1,300 | $82,940 |
All Filings in BA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $140,489 | 649 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $263,313 | 1,323 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $286,162 | 1,318 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $287,697 | 1,333 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $311,356 | 1,486 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $268,100 | 1,572 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $242,313 | 1,369 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||