Richard Bernstein Advisors’s Boeing BA Stock Holding History

Richard Bernstein Advisors’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	$1.16M	Buy	+5,847	New	+$1.33M	0.03%	163
2024 Q4	–	Sell	-9,888	Closed	-$1.5M	–	220
2024 Q3	$1.5M	Hold	9,888	–	–	0.03%	206
2024 Q2	$1.8M	Buy	9,888 +3	+0%	+$535	0.04%	195
2024 Q1	$1.91M	Hold	9,885	–	–	0.04%	200
2023 Q4	$2.58M	Sell	9,885 -2,408	-20%	-$515K	0.06%	169
2023 Q3	$2.36M	Hold	12,293	–	–	0.05%	171
2023 Q2	$2.6M	Hold	12,293	–	–	0.05%	129
2023 Q1	$2.61M	Hold	12,293	–	–	0.06%	137
2022 Q4	$2.34M	Hold	12,293	–	–	0.05%	147
2022 Q3	$1.49M	Sell	12,293 -4,142	-25%	-$635K	0.04%	171
2022 Q2	$2.25M	Hold	16,435	–	–	0.05%	164
2022 Q1	$3.15M	Hold	16,435	–	–	0.06%	156
2021 Q4	$3.31M	Hold	16,435	–	–	0.06%	151
2021 Q3	$3.61M	Buy	16,435 +874	+6%	+$195K	0.07%	146
2021 Q2	$3.73M	Buy	+15,561	New	+$3.76M	0.08%	142
2020 Q1	–	Sell	-10,745	Closed	-$3.5M	–	203
2019 Q4	$3.5M	Hold	10,745	–	–	0.11%	135
2019 Q3	$4.09M	Hold	10,745	–	–	0.13%	113
2019 Q2	$3.91M	Sell	10,745 -18,156	-63%	-$6.62M	0.13%	120
2019 Q1	$11M	Sell	28,901 -3,114	-10%	-$1.2M	0.36%	28
2018 Q4	$10.3M	Hold	32,015	–	–	0.38%	40
2018 Q3	$11.9M	Buy	32,015 +3,298	+11%	+$1.16M	0.34%	42
2018 Q2	$9.63M	Buy	28,717 +1,218	+4%	+$419K	0.31%	46
2018 Q1	$9.02M	Sell	27,499 -50	-0.2%	-$16.9K	0.32%	45
2017 Q4	$8.13M	Buy	27,549 +2,592	+10%	+$702K	0.36%	55
2017 Q3	$6.34M	Hold	24,957	–	–	0.44%	61
2017 Q2	$4.93M	Hold	24,957	–	–	0.38%	77
2017 Q1	$4.41M	Hold	24,957	–	–	0.34%	96
2016 Q4	$3.88M	Hold	24,957	–	–	0.33%	108
2016 Q3	$3.29M	Hold	24,957	–	–	0.31%	110
2016 Q2	$3.24M	Hold	24,957	–	–	0.31%	82
2016 Q1	$3.17M	Buy	+24,957	New	+$3.1M	0.32%	78

Other funds holding BA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Richard Bernstein Advisors's BA Position: Q1 2026 in Review

Richard Bernstein Advisors opened a new position in Boeing (BA) in Q1 2026: 5,847 shares worth $1.16M. The stake represents 0.03% of the portfolio and ranks #163 among its holdings. This is a return to the name: Richard Bernstein Advisors previously reported a position in BA as recently as Q3 2024.

Richard Bernstein Advisors first reported a position in BA in Q1 2016 and has held it in 31 quarters since. The position peaked at $11.9M in Q3 2018. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Richard Bernstein Advisors held 5,847 shares of Boeing worth $1.16M as of Q1 2026.
Boeing was a new Richard Bernstein Advisors position in Q1 2026.
Boeing made up 0.03% of Richard Bernstein Advisors's portfolio in Q1 2026, its #163 holding.
Richard Bernstein Advisors first reported a position in Boeing in Q1 2016 and has held it in 31 quarters since.
Richard Bernstein Advisors's Boeing position peaked at $11.9M in Q3 2018.
2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.