Leonard Rickey Investment Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $456K | Hold |
2,292
| – | – | 0.08% | 71 |
|
|
2025
Q4 | $498K | Buy |
2,292
+1
| +0% | +$206 | 0.09% | 71 |
|
|
2025
Q3 | $494K | Buy |
2,291
+74
| +3% | +$16.7K | 0.09% | 64 |
|
|
2025
Q2 | $465K | Buy |
2,217
+3
| +0.1% | +$567 | 0.09% | 63 |
|
|
2025
Q1 | $353K | Sell |
2,214
-22
| -1% | -$3.81K | 0.08% | 73 |
|
|
2024
Q4 | $396K | Sell |
2,236
-157
| -7% | -$24.6K | 0.09% | 65 |
|
|
2024
Q3 | $364K | Sell |
2,393
-128
| -5% | -$21.9K | 0.08% | 67 |
|
|
2024
Q2 | $459K | Buy |
2,521
+162
| +7% | +$28.9K | 0.11% | 59 |
|
|
2024
Q1 | $455K | Buy |
2,359
+1
| +0% | +$205 | 0.12% | 54 |
|
|
2023
Q4 | $615K | Sell |
2,358
-255
| -10% | -$54.5K | 0.18% | 47 |
|
|
2023
Q3 | $501K | Buy |
2,613
+570
| +28% | +$125K | 0.16% | 49 |
|
|
2023
Q2 | $431K | Sell |
2,043
-109
| -5% | -$22.6K | 0.16% | 48 |
|
|
2023
Q1 | $457K | Buy |
2,152
+19
| +0.9% | +$3.95K | 0.18% | 46 |
|
|
2022
Q4 | $406K | Buy |
2,133
+141
| +7% | +$23.1K | 0.17% | 43 |
|
|
2022
Q3 | $241K | Buy |
1,992
+50
| +3% | +$7.67K | 0.11% | 52 |
|
|
2022
Q2 | $266K | Sell |
1,942
-30
| -2% | -$4.42K | 0.12% | 52 |
|
|
2022
Q1 | $378K | Buy |
1,972
+204
| +12% | +$40.9K | 0.14% | 49 |
|
|
2021
Q4 | $356K | Hold |
1,768
| – | – | 0.13% | 52 |
|
|
2021
Q3 | $389K | Sell |
1,768
-324
| -15% | -$72.3K | 0.16% | 47 |
|
|
2021
Q2 | $462K | Buy |
2,092
+687
| +49% | +$166K | 0.2% | 42 |
|
|
2021
Q1 | $358K | Buy |
1,405
+71
| +5% | +$15.8K | 0.14% | 46 |
|
|
2020
Q4 | $286K | Buy |
+1,334
| New | +$256K | 0.13% | 48 |
|
|
2020
Q3 | – | Sell |
-1,101
| Closed | -$202K | – | 64 |
|
|
2020
Q2 | $202K | Buy |
+1,101
| New | +$169K | 0.13% | 65 |
|
|
2020
Q1 | – | Sell |
-1,059
| Closed | -$345K | – | 68 |
|
|
2019
Q4 | $345K | Buy |
1,059
+48
| +5% | +$17K | 0.21% | 46 |
|
|
2019
Q3 | $385K | Buy |
1,011
+3
| +0.3% | +$1.07K | 0.26% | 40 |
|
|
2019
Q2 | $367K | Buy |
1,008
+3
| +0.3% | +$1.09K | 0.25% | 46 |
|
|
2019
Q1 | $383K | Buy |
1,005
+51
| +5% | +$19.6K | 0.28% | 41 |
|
|
2018
Q4 | $308K | Buy |
954
+81
| +9% | +$28K | 0.25% | 45 |
|
|
2018
Q3 | $325K | Hold |
873
| – | – | 0.24% | 45 |
|
|
2018
Q2 | $293K | Hold |
873
| – | – | 0.22% | 49 |
|
|
2018
Q1 | $286K | Hold |
873
| – | – | 0.22% | 49 |
|
|
2017
Q4 | $257K | Buy |
+873
| New | +$236K | 0.2% | 54 |
|
Other funds holding BA
VCM
VPM
Leonard Rickey Investment Advisors's BA Position: Q1 2026 in Review
Leonard Rickey Investment Advisors held its Boeing (BA) position steady in Q1 2026 at 2,292 shares worth $456K. The position accounts for 0.08% of the portfolio, ranked #71.
Leonard Rickey Investment Advisors first reported a position in BA in Q4 2017 and has held it in 32 quarters since. The position peaked at $615K in Q4 2023. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.
- Leonard Rickey Investment Advisors held 2,292 shares of Boeing worth $456K as of Q1 2026.
- Leonard Rickey Investment Advisors left its Boeing share count unchanged in Q1 2026.
- Boeing made up 0.08% of Leonard Rickey Investment Advisors's portfolio in Q1 2026, its #71 holding.
- Leonard Rickey Investment Advisors first reported a position in Boeing in Q4 2017 and has held it in 32 quarters since.
- Leonard Rickey Investment Advisors's Boeing position peaked at $615K in Q4 2023.
- 2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.
Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.