Position in BA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$427,095
+$34,409 QoQ
Shares Held
1,973
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,656
of 2,613 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026WBH ADVISORY INC holds $5,275,986 across 8 Aerospace & Defense names. BA ranks #7 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
6,374 | $1,209,339 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
1,754 | $893,329 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
3,114 | $688,443 | |
| 4 | LMT |
Lockheed Martin Corp
|
1,350 | $687,771 | |
| 5 | GE |
General Electric Co
|
1,770 | $661,502 | |
| 6 | GD |
General Dynamics Corp
|
1,231 | $436,069 | |
| 7 | BA |
Boeing Co
This page
|
1,973 | $427,095 | |
| 8 | TXT |
Textron Inc
|
2,970 | $272,438 |
All Filings in BA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $427,095 | 1,973 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $392,686 | 1,973 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $409,271 | 1,885 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $406,839 | 1,885 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $409,631 | 1,955 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $392,947 | 2,304 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $397,542 | 2,246 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $327,646 | 2,155 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $381,856 | 2,098 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $518,757 | 2,688 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,027,261 | 3,941 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $769,595 | 4,015 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $917,067 | 4,343 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $893,905 | 4,208 | Shares | Sole | 2023-04-20 | |
| 2022-09-30 | $539,169 | 4,453 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $598,013 | 4,374 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $962,479 | 5,026 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $998,748 | 4,961 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $1,085,623 | 4,936 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,175,281 | 4,906 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,277,420 | 5,015 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,046,111 | 4,887 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $835,719 | 5,057 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $923,282 | 5,037 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $839,210 | 5,627 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||