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Ritholtz Wealth Management’s Boeing BA Stock Holding History

Ritholtz Wealth Management’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
2021
Q3 		– Sell
-600
Closed -$40K – 523
2021
Q2 		$40K Sell
600
-200
-25% -$48.4K ﹤0.01% 515
2021
Q1 		$70K Buy
800
+200
+33% +$44.5K 0.01% 439
2020
Q4 		$43K Buy
600
+400
+200% +$76.9K ﹤0.01% 381
2020
Q3 		$7K Buy
200
+100
+100% +$17K ﹤0.01% 330
2020
Q2 		$5K Buy
+100
New +$15.4K ﹤0.01% 295

Other funds holding BA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ritholtz Wealth Management's BA Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Boeing (BA) stake by 12% in Q1 2026, buying an estimated $319K and bringing the position to 13,338 shares worth $2.65M. The position accounts for 0.05% of the portfolio, ranked #308.

Ritholtz Wealth Management first reported a position in BA in Q4 2016 and has held it in 37 quarters since. 2,510 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Ritholtz Wealth Management held 13,338 shares of Boeing worth $2.65M as of Q1 2026.
  • Ritholtz Wealth Management bought 1,401 Boeing shares in Q1 2026, an estimated $319K.
  • Boeing made up 0.05% of Ritholtz Wealth Management's portfolio in Q1 2026, its #308 holding.
  • Ritholtz Wealth Management first reported a position in Boeing in Q4 2016 and has held it in 37 quarters since.
  • 2,510 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.