Position in BA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$265,608
+$6,869 QoQ
Shares Held
1,227
-5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,021
of 2,609 holders
Holding Since
Jun 2020
17 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, 2026RMR Wealth Builders holds $9,519,136 across 8 Aerospace & Defense names. BA ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
14,450 | $5,400,398 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
5,337 | $911,879 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
3,787 | $836,169 | |
| 4 | RTX |
RTX Corp
|
3,824 | $725,527 | |
| 5 | AXON |
Axon Enterprise, Inc.
|
1,020 | $571,822 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
1,470 | $427,167 | |
| 7 | LMT |
Lockheed Martin Corp
|
747 | $380,566 | |
| 8 | BA |
Boeing Co
This page
|
1,227 | $265,608 |
All Filings in BA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,608 | 1,227 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $258,739 | 1,300 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $279,867 | 1,289 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $274,319 | 1,271 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $372,753 | 1,779 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $293,687 | 1,722 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $332,937 | 1,881 | Shares | Sole | 2025-01-14 | |
| 2024-06-30 | $234,428 | 1,288 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $244,132 | 1,265 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $285,162 | 1,094 | Shares | Sole | 2024-02-06 | |
| 2022-03-31 | $924,370 | 4,827 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $1,426,310 | 6,485 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,485,511 | 6,201 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,710,954 | 6,717 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,319,893 | 6,166 | Shares | Sole | 2021-02-26 | |
| 2020-09-30 | $1,194,664 | 7,229 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,084,952 | 5,919 | Shares | Sole | 2020-08-19 | |
| No filing history on record for this holder in this stock. | ||||||