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Retirement Solution’s Boeing BA Stock Holding History

Retirement Solution’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 		$296K Buy
1,590
+284
+22% +$60.9K 0.07% 42
2026
Q2 		$283K Buy
1,306
+31
+2% +$6.9K 0.13% 41
2026
Q1 		$254K Sell
1,275
-221
-15% -$50.3K 0.06% 42
2025
Q4 		$325K Buy
1,496
+393
+36% +$80.8K 0.07% 37
2025
Q3 		$238K Hold
1,103
– – 0.06% 36
2025
Q2 		$231K Buy
+1,103
New +$208K 0.06% 33
2025
Q1 		– Sell
-1,268
Closed -$224K – 40
2024
Q4 		$224K Sell
1,268
-2,035
-62% -$319K 0.06% 37
2024
Q3 		$502K Buy
3,303
+2,153
+187% +$369K 0.12% 32
2024
Q2 		$209K Sell
1,150
-1,487
-56% -$265K 0.06% 35
2024
Q1 		$509K Buy
2,637
+1,329
+102% +$273K 0.14% 27
2023
Q4 		$341K Buy
1,308
+134
+11% +$28.7K 0.1% 32
2023
Q3 		$225K Sell
1,174
-1
-0.1% -$219 0.07% 37
2023
Q2 		$248K Sell
1,175
-158
-12% -$32.8K 0.08% 39
2023
Q1 		$283K Buy
1,333
+118
+10% +$24.5K 0.1% 34
2022
Q4 		$231K Sell
1,215
-746
-38% -$122K 0.13% 23
2022
Q3 		$237K Sell
1,961
-100
-5% -$15.3K 0.13% 29
2022
Q2 		$282K Sell
2,061
-1,685
-45% -$249K 0.15% 28
2022
Q1 		$717K Buy
3,746
+372
+11% +$74.7K 0.32% 18
2021
Q4 		$679K Buy
3,374
+99
+3% +$20.9K 0.29% 19
2021
Q3 		$720K Buy
3,275
+450
+16% +$100K 0.33% 19
2021
Q2 		$677K Buy
2,825
+410
+17% +$99.1K 0.32% 17
2021
Q1 		$615K Buy
2,415
+263
+12% +$58.5K 0.37% 15
2020
Q4 		$461K Buy
+2,152
New +$414K 0.3% 22

Other funds holding BA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 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
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $692M AUM 56.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 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

Retirement Solution's BA Position: Q3 2026 in Review

Retirement Solution increased its Boeing (BA) stake by 22% in Q3 2026, buying an estimated $60.9K and bringing the position to 1,590 shares worth $296K. The position accounts for 0.07% of the portfolio, ranked #42.

Retirement Solution first reported a position in BA in Q4 2020 and has held it in 23 quarters since. The position peaked at $720K in Q3 2021. 1,011 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Retirement Solution held 1,590 shares of Boeing worth $296K as of Q3 2026.
  • Retirement Solution bought 284 Boeing shares in Q3 2026, an estimated $60.9K.
  • Boeing made up 0.07% of Retirement Solution's portfolio in Q3 2026, its #42 holding.
  • Retirement Solution first reported a position in Boeing in Q4 2020 and has held it in 23 quarters since.
  • Retirement Solution's Boeing position peaked at $720K in Q3 2021.
  • 1,011 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Retirement Solution's 13F filing for Q3 2026, filed 23 Oct 2026.