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Matthew Hamilton Rosenberg’s Boeing BA Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$351K Hold
1,886
– – 0.06% 150
2026
Q2 		$408K Buy
1,886
+54
+3% +$12K 0.08% 125
2026
Q1 		$365K Buy
1,832
+102
+6% +$23.2K 0.07% 130
2025
Q4 		$376K Hold
1,730
– – 0.08% 120
2025
Q3 		$373K Hold
1,730
– – 0.08% 119
2025
Q2 		$362K Buy
1,730
+813
+89% +$154K 0.08% 119
2025
Q1 		$156K Hold
917
– – 0.04% 231
2024
Q4 		$162K Sell
917
-541
-37% -$84.9K 0.04% 216
2024
Q3 		$222K Buy
1,458
+100
+7% +$17.1K 0.06% 176
2024
Q2 		$254K Sell
1,358
-247
-15% -$44K 0.07% 145
2024
Q1 		$304K Sell
1,605
-37
-2% -$7.6K 0.09% 116
2023
Q4 		$428K Buy
1,642
+58
+4% +$12.4K 0.13% 78
2023
Q3 		$304K Hold
1,584
– – 0.1% 105
2023
Q2 		$335K Sell
1,584
-122
-7% -$25.3K 0.11% 101
2023
Q1 		$362K Sell
1,706
-146
-8% -$30.3K 0.12% 98
2022
Q4 		$353K Buy
1,852
+33
+2% +$5.4K 0.12% 103
2022
Q3 		$220K Hold
1,819
– – 0.09% 145
2022
Q2 		$254K Buy
1,819
+315
+21% +$46.5K 0.1% 128
2022
Q1 		$288K Buy
1,504
+250
+20% +$50.2K 0.1% 121
2021
Q4 		$253K Sell
1,254
-108
-8% -$22.8K 0.09% 145
2021
Q3 		$300K Buy
1,362
+170
+14% +$37.9K 0.12% 109
2021
Q2 		$286K Hold
1,192
– – 0.15% 81
2021
Q1 		$304K Buy
1,192
+46
+4% +$10.2K 0.17% 70
2020
Q4 		$245K Sell
1,146
-55
-5% -$10.6K 0.15% 83
2020
Q3 		$199K Sell
1,201
-424
-26% -$72.3K 0.15% 88
2020
Q2 		$298K Buy
1,625
+151
+10% +$23.2K 0.24% 49
2020
Q1 		$220K Buy
+1,474
New +$403K 0.22% 52

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Matthew Hamilton Rosenberg's BA Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Boeing (BA) position steady in Q3 2026 at 1,886 shares worth $351K. The position accounts for 0.06% of the portfolio, ranked #150.

Matthew Hamilton Rosenberg first reported a position in BA in Q1 2020 and has held it in 27 quarters since. The position peaked at $428K in Q4 2023. 893 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Matthew Hamilton Rosenberg held 1,886 shares of Boeing worth $351K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its Boeing share count unchanged in Q3 2026.
  • Boeing made up 0.06% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #150 holding.
  • Matthew Hamilton Rosenberg first reported a position in Boeing in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's Boeing position peaked at $428K in Q4 2023.
  • 893 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.