Richards, Merrill & Peterson’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$247K Buy
1,143
+500
+78% +$111K 0.08% 174
2026
Q1
$128K Buy
643
+68
+12% +$15.5K 0.05% 199
2025
Q4
$125K Buy
+575
New +$118K 0.05% 187
2025
Q2
Sell
-235
Closed -$40.1K 220
2025
Q1
$40.1K Buy
235
+10
+4% +$1.73K 0.02% 273
2024
Q4
$39.8K Buy
+225
New +$35.3K 0.02% 261

Other funds holding BA

Richards, Merrill & Peterson's BA Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Boeing (BA) stake by 78% in Q2 2026, buying an estimated $111K and bringing the position to 1,143 shares worth $247K. The position accounts for 0.08% of the portfolio, ranked #174.

Richards, Merrill & Peterson first reported a position in BA in Q4 2024 and has held it in 5 quarters since. 1,168 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Richards, Merrill & Peterson held 1,143 shares of Boeing worth $247K as of Q2 2026.
  • Richards, Merrill & Peterson bought 500 Boeing shares in Q2 2026, an estimated $111K.
  • Boeing made up 0.08% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #174 holding.
  • Richards, Merrill & Peterson first reported a position in Boeing in Q4 2024 and has held it in 5 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.