Position in BA
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$4,761,593
+$2,193,281 QoQ
Shares Held
23,924
+102.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Bank Julius Baer & Co. Ltd, Zurich holds $403,551,907 across 15 Aerospace & Defense names. BA ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
1,040,125 | $295,156,271 | |
| 2 | HWM |
Howmet Aerospace Inc.
|
280,234 | $64,582,727 | |
| 3 | BWXT |
BWX Technologies, Inc.
|
60,062 | $12,282,078 | |
| 4 | HEI |
Heico Corp
|
43,917 | $12,042,041 | |
| 5 | KRMN |
Karman Holdings Inc.
|
100,710 | $8,061,835 | |
| 6 | BA |
Boeing Co
This page
|
23,924 | $4,761,593 | |
| 7 | RTX |
RTX Corp
|
15,797 | $3,047,241 | |
| 8 | WWD |
Woodward, Inc.
|
5,577 | $1,996,119 |
All Filings in BA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,761,593 | 23,924 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,568,312 | 11,829 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,899,676 | 13,435 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,381,517 | 11,366 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $677,254 | 3,971 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $271,872 | 1,536 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $231,404 | 1,522 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $67,161 | 369 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $83,950 | 435 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $104,264 | 400 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $77,630 | 405 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $452,093 | 2,141 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $259,164 | 1,220 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $224,778 | 1,180 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $185,494 | 1,532 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $182,384 | 1,334 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $245,694 | 1,283 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $334,191 | 1,660 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,016,697 | 13,716 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,311,917 | 13,825 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $2,276,942 | 8,939 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,498,936 | 11,674 | Shares | Sole | 2021-02-24 | |
| 2020-09-30 | $1,755,556 | 10,623 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,843,814 | 10,059 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,817,270 | 12,185 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||