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Rise Advisors’s Boeing BA Stock Holding History

Rise 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
Q2 		$660K Buy
3,051
+86
+3% +$19.1K 0.19% 43
2026
Q1 		$615K Buy
2,965
+1
+0% +$228 0.22% 40
2025
Q4 		$644K Sell
2,964
-65
-2% -$13.4K 0.23% 40
2025
Q3 		$654K Buy
3,029
+165
+6% +$37.2K 0.23% 32
2025
Q2 		$600K Sell
2,864
-72
-2% -$13.6K 0.24% 36
2025
Q1 		$501K Buy
2,936
+102
+4% +$17.7K 0.22% 40
2024
Q4 		$502K Buy
2,834
+3
+0.1% +$471 0.24% 41
2024
Q3 		$430K Sell
2,831
-91
-3% -$15.6K 0.21% 51
2024
Q2 		$532K Buy
2,922
+2,130
+269% +$380K 0.28% 34
2024
Q1 		$153K Buy
792
+308
+64% +$63.3K 0.08% 109
2023
Q4 		$126K Buy
484
+379
+361% +$81.1K 0.09% 88
2023
Q3 		$20.1K Hold
105
– – 0.02% 237
2023
Q2 		$22.2K Hold
105
– – 0.02% 224
2023
Q1 		$22.3K Hold
105
– – 0.02% 239
2022
Q4 		$20K Hold
105
– – 0.02% 251
2022
Q3 		$13K Hold
105
– – 0.01% 294
2022
Q2 		$14K Hold
105
– – 0.01% 276
2022
Q1 		$20K Hold
105
– – 0.02% 240
2021
Q4 		$21.1K Buy
+105
New +$22.2K 0.02% 243

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

Rise Advisors's BA Position: Q2 2026 in Review

Rise Advisors increased its Boeing (BA) stake by 2.9% in Q2 2026, buying an estimated $19.1K and bringing the position to 3,051 shares worth $660K. The position accounts for 0.19% of the portfolio, ranked #43.

Rise Advisors first reported a position in BA in Q4 2021 and has held it in 19 quarters since. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Rise Advisors held 3,051 shares of Boeing worth $660K as of Q2 2026.
  • Rise Advisors bought 86 Boeing shares in Q2 2026, an estimated $19.1K.
  • Boeing made up 0.19% of Rise Advisors's portfolio in Q2 2026, its #43 holding.
  • Rise Advisors first reported a position in Boeing in Q4 2021 and has held it in 19 quarters since.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.