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

Richards, Merrill & Peterson’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	$237K	Buy	1,273 +130	+11%	+$27.9K	0.07%	175
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Richards, Merrill & Peterson's BA Position: Q3 2026 in Review

Richards, Merrill & Peterson increased its Boeing (BA) stake by 11% in Q3 2026, buying an estimated $27.9K and bringing the position to 1,273 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #175.

Richards, Merrill & Peterson first reported a position in BA in Q4 2024 and has held it in 6 quarters since. The position peaked at $247K in Q2 2026. 1,466 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Richards, Merrill & Peterson held 1,273 shares of Boeing worth $237K as of Q3 2026.
Richards, Merrill & Peterson bought 130 Boeing shares in Q3 2026, an estimated $27.9K.
Boeing made up 0.07% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #175 holding.
Richards, Merrill & Peterson first reported a position in Boeing in Q4 2024 and has held it in 6 quarters since.
Richards, Merrill & Peterson's Boeing position peaked at $247K in Q2 2026.
1,466 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.