Litman Gregory Wealth Management’s Boeing BA Stock Holding History

Litman Gregory Wealth Management’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 Q4	$109K	Buy	+500	New	+$103K	0.01%	179
2024 Q4	–	Sell	-3,250	Closed	-$494K	–	137
2024 Q3	$494K	Hold	3,250	–	–	0.04%	90
2024 Q2	$592K	Hold	3,250	–	–	0.05%	80
2024 Q1	$627K	Hold	3,250	–	–	0.06%	80
2023 Q4	$847K	Sell	3,250 -946	-23%	-$202K	0.08%	74
2023 Q3	$804K	Buy	+4,196	New	+$918K	0.08%	73
2021 Q2	–	Sell	-457	Closed	-$116K	–	82
2021 Q1	$116K	Sell	457 -250	-35%	-$55.6K	0.02%	69
2020 Q4	$151K	Buy	707 +26	+4%	+$5K	0.03%	65
2020 Q3	$113K	Hold	681	–	–	0.02%	67
2020 Q2	$125K	Hold	681	–	–	0.03%	63
2020 Q1	$102K	Buy	681 +281	+70%	+$76.9K	0.03%	59
2019 Q4	$130K	Hold	400	–	–	0.03%	61
2019 Q3	$152K	Hold	400	–	–	0.04%	51
2019 Q2	$146K	Hold	400	–	–	0.04%	52
2019 Q1	$153K	Hold	400	–	–	0.04%	46
2018 Q4	$129K	Hold	400	–	–	0.04%	50
2018 Q3	$149K	Hold	400	–	–	0.05%	41
2018 Q2	$134K	Hold	400	–	–	0.05%	37
2018 Q1	$131K	Buy	+400	New	+$135K	0.05%	41

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Litman Gregory Wealth Management's BA Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Boeing (BA) in Q4 2025: 500 shares worth $109K. The stake represents 0.01% of the portfolio and ranks #179 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in BA as recently as Q3 2024.

Litman Gregory Wealth Management first reported a position in BA in Q1 2018 and has held it in 19 quarters since. The position peaked at $847K in Q4 2023. 2,537 funds tracked by Wall St. Rank hold BA as of Q4 2025.

Litman Gregory Wealth Management held 500 shares of Boeing worth $109K as of Q4 2025.
Boeing was a new Litman Gregory Wealth Management position in Q4 2025.
Boeing made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #179 holding.
Litman Gregory Wealth Management first reported a position in Boeing in Q1 2018 and has held it in 19 quarters since.
Litman Gregory Wealth Management's Boeing position peaked at $847K in Q4 2023.
2,537 funds tracked by Wall St. Rank held Boeing as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.