BRWA
BA icon

B. Riley Wealth Advisors’s Boeing BA Stock Holding History

B. Riley Wealth Advisors’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.5M Buy
34,930
+282
+0.8% +$62.7K 0.4% 53
2026
Q1 		$6.56M Sell
34,648
-1,515
-4% -$345K 0.42% 55
2025
Q4 		$7.85M Buy
36,163
+4,406
+14% +$906K 0.36% 53
2025
Q3 		$6.85M Buy
31,757
+12,335
+64% +$2.78M 0.32% 60
2025
Q2 		$4.07M Buy
+19,422
New +$3.67M 0.19% 114
2024
Q4 		$2.98M Sell
16,843
-2,094
-11% -$329K 0.1% 208
2024
Q3 		$2.87M Sell
18,937
-3,979
-17% -$682K 0.08% 240
2024
Q2 		$4.17M Sell
22,916
-18,176
-44% -$3.24M 0.11% 188
2024
Q1 		$7.88M Buy
41,092
+2,557
+7% +$525K 0.21% 102
2023
Q4 		$10M Sell
38,535
-2,557
-6% -$547K 0.27% 73
2023
Q3 		$7.88M Sell
41,092
-88,614
-68% -$19.4M 0.21% 102
2023
Q2 		$27.4M Buy
129,706
+88,100
+212% +$18.3M 0.61% 23
2023
Q1 		$8.84M Sell
41,606
-1,827
-4% -$380K 0.24% 91
2022
Q4 		$8.27M Buy
43,433
+2,998
+7% +$490K 0.23% 93
2022
Q3 		$4.9M Buy
40,435
+14,953
+59% +$2.29M 0.15% 153
2022
Q2 		$3.48M Sell
25,482
-9,250
-27% -$1.36M 0.15% 148
2022
Q1 		$6.65M Sell
34,732
-15,837
-31% -$3.18M 0.22% 98
2021
Q4 		$10.2M Sell
50,569
-5,181
-9% -$1.09M 0.29% 71
2021
Q3 		$12.3M Buy
55,750
+4,531
+9% +$1.01M 0.39% 51
2021
Q2 		$12.3M Buy
51,219
+16,806
+49% +$4.06M 0.4% 50
2021
Q1 		$8.77M Buy
34,413
+9,292
+37% +$2.07M 0.31% 63
2020
Q4 		$5.38M Sell
25,121
-206
-0.8% -$39.6K 0.29% 80
2020
Q3 		$4.19M Buy
25,327
+2,726
+12% +$465K 0.22% 101
2020
Q2 		$4.14M Buy
22,601
+5,420
+32% +$833K 0.28% 91
2020
Q1 		$2.56M Buy
17,181
+371
+2% +$102K 0.22% 113
2019
Q4 		$5.48M Buy
16,810
+99
+0.6% +$35K 0.47% 45
2019
Q3 		$6.36M Sell
16,711
-812
-5% -$290K 0.63% 30
2019
Q2 		$6.38M Buy
17,523
+484
+3% +$176K 0.7% 25
2019
Q1 		$6.5M Sell
17,039
-199
-1% -$76.6K 0.81% 19
2018
Q4 		$5.56M Buy
17,238
+1,803
+12% +$623K 0.79% 21
2018
Q3 		$5.74M Sell
15,435
-1,741
-10% -$612K 0.68% 23
2018
Q2 		$5.76M Buy
17,176
+3,311
+24% +$1.14M 0.76% 20
2018
Q1 		$4.55M Buy
13,865
+3,853
+38% +$1.3M 0.64% 27
2017
Q4 		$2.95M Sell
10,012
-35
-0.3% -$9.47K 0.4% 62
2017
Q3 		$2.56M Sell
10,047
-347
-3% -$80.9K 0.42% 55
2017
Q2 		$2.06M Sell
10,394
-242
-2% -$45.1K 0.37% 64
2017
Q1 		$1.88M Buy
10,636
+133
+1% +$22.7K 0.38% 67
2016
Q4 		$1.64M Sell
10,503
-326
-3% -$47.6K 0.33% 81
2016
Q3 		$1.43M Buy
10,829
+925
+9% +$122K 0.28% 88
2016
Q2 		$1.29M Sell
9,904
-2,737
-22% -$357K 0.26% 98
2016
Q1 		$1.6M Buy
12,641
+1,534
+14% +$190K 0.37% 65
2015
Q4 		$1.61M Sell
11,107
-32
-0.3% -$4.61K 0.33% 76
2015
Q3 		$1.46M Buy
11,139
+606
+6% +$84.1K 0.35% 64
2015
Q2 		$1.46M Sell
10,533
-800
-7% -$117K 0.36% 59
2015
Q1 		$1.7M Buy
11,333
+804
+8% +$117K 0.41% 56
2014
Q4 		$8.68K Buy
10,529
+938
+10% +$119K 0.19% 115
2014
Q3 		$1.22M Sell
9,591
-8,969
-48% -$1.13M 0.32% 71
2014
Q2 		$1.18M Buy
18,560
+9,156
+97% +$1.2M 0.28% 67
2014
Q1 		$1.18M Sell
9,404
-321
-3% -$41.8K 0.36% 58
2013
Q4 		$1.33M Sell
9,725
-1,560
-14% -$203K 0.42% 49
2013
Q3 		$1.33M Buy
11,285
+3,279
+41% +$353K 0.45% 48
2013
Q2 		$820K Buy
+8,006
New +$761K 0.28% 79

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

B. Riley Wealth Advisors's BA Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Boeing (BA) stake by 0.81% in Q2 2026, buying an estimated $62.7K and bringing the position to 34,930 shares worth $7.5M. The position accounts for 0.4% of the portfolio, ranked #53.

B. Riley Wealth Advisors first reported a position in BA in Q2 2013 and has held it in 52 quarters since. The position peaked at $27.4M in Q2 2023. 929 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • B. Riley Wealth Advisors held 34,930 shares of Boeing worth $7.5M as of Q2 2026.
  • B. Riley Wealth Advisors bought 282 Boeing shares in Q2 2026, an estimated $62.7K.
  • Boeing made up 0.4% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • B. Riley Wealth Advisors first reported a position in Boeing in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's Boeing position peaked at $27.4M in Q2 2023.
  • 929 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.