PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in BA — Boeing Co
CIK 2145782
WALTHAM, MA
Position in BA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$135,726
+$20,886 QoQ
Shares Held
627
+8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,312
of 2,613 holders
Holding Since
Mar 2023
14 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $1,213,919 across 10 Aerospace & Defense names. BA ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXON |
Axon Enterprise, Inc.
|
796 | $446,245 | |
| 2 | GE |
General Electric Co
|
629 | $235,076 | |
| 3 | BA |
Boeing Co
This page
|
627 | $135,726 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
454 | $131,927 | |
| 5 | RTX |
RTX Corp
|
536 | $101,695 | |
| 6 | LMT |
Lockheed Martin Corp
|
123 | $62,663 | |
| 7 | ESLT |
Elbit Systems Ltd
|
79 | $59,938 | |
| 8 | RKLB |
Rocket Lab Corp
|
196 | $19,923 |
All Filings in BA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,726 | 627 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $114,840 | 577 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $125,278 | 577 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $124,533 | 577 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $73,335 | 350 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $74,189 | 435 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $15,576 | 88 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $456 | 3 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $6,188 | 34 | Shares | Sole | 2026-08-07 | |
| 2024-03-31 | $11,386 | 59 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $8,080 | 31 | Shares | Sole | 2026-08-07 | |
| 2023-09-30 | $5,942 | 31 | Shares | Sole | 2026-08-07 | |
| 2023-06-30 | $6,545 | 31 | Shares | Sole | 2026-08-07 | |
| 2023-03-31 | $6,585 | 31 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||