BRWA
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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
2025
Q2 		– Sell
-4,515
Closed -$770K – 1062
2025
Q1 		$770K Buy
+4,515
New +$781K 0.02% 590

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 53 quarters since. The position peaked at $27.4M in Q2 2023. 2,620 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 53 quarters since.
  • B. Riley Wealth Advisors's Boeing position peaked at $27.4M in Q2 2023.
  • 2,620 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.