Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Boeing BA Stock Holding History

Kovitz Investment Group Partners’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
Q1 		$2.28M Sell
11,445
-254
-2% -$57.8K 0.05% 208
2025
Q4 		$2.54M Sell
11,699
-19,178
-62% -$3.94M 0.06% 206
2025
Q3 		$6.66M Buy
30,877
+5,208
+20% +$1.17M 0.03% 406
2025
Q2 		$5.38M Sell
25,669
-943
-4% -$178K 0.02% 440
2025
Q1 		$4.54M Buy
26,612
+5,718
+27% +$990K 0.02% 423
2024
Q4 		$3.7M Sell
20,894
-560
-3% -$87.9K 0.02% 463
2024
Q3 		$2.4M Buy
21,454
+7,052
+49% +$1.21M 0.02% 468
2024
Q2 		$2.62M Buy
14,402
+7,648
+113% +$1.36M 0.02% 383
2024
Q1 		$1.3M Buy
6,754
+1,795
+36% +$369K 0.02% 365
2023
Q4 		$1.29M Buy
4,959
+92
+2% +$19.7K 0.02% 264
2023
Q3 		$933K Sell
4,867
-100
-2% -$21.9K 0.02% 291
2023
Q2 		$1.05M Sell
4,967
-108
-2% -$22.4K 0.02% 290
2023
Q1 		$1.08M Sell
5,075
-849
-14% -$176K 0.02% 281
2022
Q4 		$1.13M Sell
5,924
-923
-13% -$151K 0.02% 264
2022
Q3 		$829K Sell
6,847
-53
-0.8% -$8.13K 0.02% 287
2022
Q2 		$943K Sell
6,900
-1,420
-17% -$209K 0.02% 294
2022
Q1 		$1.59M Sell
8,320
-5,971
-42% -$1.2M 0.03% 246
2021
Q4 		$3.06M Buy
14,291
+4,777
+50% +$1.01M 0.07% 171
2021
Q3 		$2.09M Sell
9,514
-1,661
-15% -$370K 0.04% 229
2021
Q2 		$2.68M Buy
11,175
+771
+7% +$186K 0.05% 213
2021
Q1 		$2.65M Sell
10,404
-3,887
-27% -$864K 0.06% 195
2020
Q4 		$3.06M Sell
14,291
-271
-2% -$52.1K 0.07% 166
2020
Q3 		$2.41M Buy
14,562
+538
+4% +$91.7K 0.07% 175
2020
Q2 		$2.57M Sell
14,024
-81,765
-85% -$12.6M 0.08% 161
2020
Q1 		$14.3M Sell
95,789
-37,965
-28% -$10.4M 0.52% 43
2019
Q4 		$43.6M Sell
133,754
-1,893
-1% -$670K 1.27% 28
2019
Q3 		$51.6M Sell
135,647
-140
-0.1% -$50K 1.64% 19
2019
Q2 		$49.4M Buy
135,787
+1,095
+0.8% +$399K 1.56% 24
2019
Q1 		$51.4M Sell
134,692
-45,853
-25% -$17.7M 1.63% 20
2018
Q4 		$58.2M Buy
180,545
+948
+0.5% +$328K 2.3% 12
2018
Q3 		$66.8M Sell
179,597
-392
-0.2% -$138K 3.04% 11
2018
Q2 		$60.4M Sell
179,989
-4,950
-3% -$1.7M 2.81% 14
2018
Q1 		$60.6M Sell
184,939
-84,388
-31% -$28.5M 2.93% 13
2017
Q4 		$79.4K Sell
269,327
-26,080
-9% -$7.06M 3.4% 8
2017
Q3 		$75.1M Sell
295,407
-26,664
-8% -$6.22M 3.74% 7
2017
Q2 		$63.7M Sell
322,071
-103,540
-24% -$19.3M 3.39% 8
2017
Q1 		$75.3M Sell
425,611
-2,217
-0.5% -$378K 4.13% 5
2016
Q4 		$66.6M Sell
427,828
-3,902
-0.9% -$570K 3.88% 6
2016
Q3 		$56.9M Sell
431,730
-6,328
-1% -$834K 3.5% 7
2016
Q2 		$52.6M Sell
438,058
-167,164
-28% -$21.8M 3.65% 7
2016
Q1 		$76.8M Buy
+605,222
New +$75.1M 4.54% 5

Other funds holding BA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kovitz Investment Group Partners's BA Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Boeing (BA) stake by 2.2% in Q1 2026, selling an estimated $57.8K and leaving 11,445 shares worth $2.28M. The position accounts for 0.05% of the portfolio, ranked #208.

Kovitz Investment Group Partners first reported a position in BA in Q1 2016 and has held it in 41 quarters since. The position peaked at $76.8M in Q1 2016. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Kovitz Investment Group Partners held 11,445 shares of Boeing worth $2.28M as of Q1 2026.
  • Kovitz Investment Group Partners sold 254 Boeing shares in Q1 2026, an estimated $57.8K.
  • Boeing made up 0.05% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #208 holding.
  • Kovitz Investment Group Partners first reported a position in Boeing in Q1 2016 and has held it in 41 quarters since.
  • Kovitz Investment Group Partners's Boeing position peaked at $76.8M in Q1 2016.
  • 2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.