Position in BA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$408,911
+$37,721 QoQ
Shares Held
1,889
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,680
of 2,609 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Werba Rubin Papier Wealth Management holds $3,655,086 across 8 Aerospace & Defense names. BA ranks #5 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
2,406 | $899,194 | |
| 2 | RTX |
RTX Corp
|
2,717 | $515,496 | |
| 3 | LMT |
Lockheed Martin Corp
|
985 | $501,818 | |
| 4 | HWM |
Howmet Aerospace Inc.
|
1,865 | $501,423 | |
| 5 | BA |
Boeing Co
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|
1,889 | $408,911 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
610 | $310,679 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
1,042 | $302,794 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
1,257 | $214,771 |
All Filings in BA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $408,911 | 1,889 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $371,190 | 1,865 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $301,730 | 1,398 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $215,606 | 1,029 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||