RWB
BA icon

RMR Wealth Builders’s Boeing BA Stock Holding History

RMR Wealth Builders’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
Q1 		$259K Buy
1,300
+11
+0.9% +$2.5K 0.02% 247
2025
Q4 		$280K Buy
1,289
+18
+1% +$3.7K 0.02% 236
2025
Q3 		$274K Sell
1,271
-508
-29% -$115K 0.02% 238
2025
Q2 		$373K Buy
1,779
+57
+3% +$10.8K 0.03% 194
2025
Q1 		$294K Sell
1,722
-159
-8% -$27.5K 0.03% 205
2024
Q4 		$333K Buy
+1,881
New +$295K 0.03% 197
2024
Q3 		– Sell
-1,288
Closed -$234K – 262
2024
Q2 		$234K Buy
1,288
+23
+2% +$4.1K 0.03% 226
2024
Q1 		$244K Buy
1,265
+171
+16% +$35.1K 0.03% 230
2023
Q4 		$285K Buy
+1,094
New +$234K 0.04% 195
2022
Q2 		– Sell
-4,827
Closed -$924K – 196
2022
Q1 		$924K Buy
+4,827
New +$969K 0.2% 74
2021
Q4 		– Sell
-6,485
Closed -$1.43M – 129
2021
Q3 		$1.43M Buy
6,485
+284
+5% +$63.3K 0.42% 39
2021
Q2 		$1.49M Sell
6,201
-516
-8% -$125K 0.49% 36
2021
Q1 		$1.71M Buy
6,717
+551
+9% +$122K 0.44% 33
2020
Q4 		$1.32M Sell
6,166
-1,063
-15% -$204K 0.65% 33
2020
Q3 		$1.2M Buy
7,229
+1,310
+22% +$223K 0.31% 56
2020
Q2 		$1.08M Buy
+5,919
New +$910K 0.97% 26
2019
Q4 		$1.4M Buy
+4,309
New +$1.53M 1.35% 17

Other funds holding BA

BlackRock
BlackRock New York $5.7T 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