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Ridgewood Investments’s Boeing BA Stock Holding History

Ridgewood Investments’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
Q2 		$261K Hold
1,206
– – 0.1% 197
2026
Q1 		$240K Buy
+1,206
New +$275K 0.1% 194
2025
Q3 		$346K Sell
1,762
-344
-16% -$77.6K 0.15% 163
2025
Q2 		$441K Sell
2,106
-4,238
-67% -$800K 0.19% 126
2025
Q1 		$1.01M Buy
6,344
+400
+7% +$69.2K 0.47% 59
2024
Q4 		$1.05M Buy
5,944
+987
+20% +$155K 0.51% 60
2024
Q3 		$754K Sell
4,957
-102
-2% -$17.5K 0.38% 78
2024
Q2 		$921K Hold
5,059
– – 0.46% 63
2024
Q1 		$976K Buy
5,059
+1,472
+41% +$302K 0.52% 58
2023
Q4 		$935K Sell
3,587
-833
-19% -$178K 0.55% 56
2023
Q3 		$847K Buy
4,420
+1,324
+43% +$290K 0.56% 56
2023
Q2 		$654K Sell
3,096
-5
-0.2% -$1.04K 0.37% 81
2023
Q1 		$659K Sell
3,101
-501
-14% -$104K 0.4% 69
2022
Q4 		$686K Sell
3,602
-29
-0.8% -$4.74K 0.49% 65
2022
Q3 		$440K Buy
3,631
+74
+2% +$11.3K 0.37% 96
2022
Q2 		$486K Buy
3,557
+1,061
+43% +$157K 0.38% 88
2022
Q1 		$478K Buy
+2,496
New +$501K 0.31% 106
2019
Q1 		– Sell
-1,722
Closed -$641K – 187
2018
Q4 		$641K Hold
1,722
– – 0.51% 54
2018
Q3 		$641K Buy
1,722
+140
+9% +$49.2K 0.51% 54
2018
Q2 		$531K Hold
1,582
– – 0.47% 60
2018
Q1 		$519K Sell
1,582
-912
-37% -$308K 0.48% 56
2017
Q4 		$736K Sell
2,494
-4
-0.2% -$1.08K 0.66% 45
2017
Q3 		$635K Sell
2,498
-42
-2% -$9.79K 0.61% 47
2017
Q2 		$502K Sell
2,540
-43
-2% -$8.01K 0.5% 50
2017
Q1 		$457K Buy
2,583
+177
+7% +$30.1K 0.49% 54
2016
Q4 		$374K Buy
+2,406
New +$351K 0.44% 61

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ridgewood Investments's BA Position: Q2 2026 in Review

Ridgewood Investments held its Boeing (BA) position steady in Q2 2026 at 1,206 shares worth $261K. The position accounts for 0.1% of the portfolio, ranked #197.

Ridgewood Investments first reported a position in BA in Q4 2016 and has held it in 26 quarters since. The position peaked at $1.05M in Q4 2024. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Ridgewood Investments held 1,206 shares of Boeing worth $261K as of Q2 2026.
  • Ridgewood Investments left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.1% of Ridgewood Investments's portfolio in Q2 2026, its #197 holding.
  • Ridgewood Investments first reported a position in Boeing in Q4 2016 and has held it in 26 quarters since.
  • Ridgewood Investments's Boeing position peaked at $1.05M in Q4 2024.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.