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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
Q2 		$266K Sell
1,227
-73
-6% -$16.2K 0.02% 267
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 $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

RMR Wealth Builders's BA Position: Q2 2026 in Review

RMR Wealth Builders reduced its Boeing (BA) stake by 5.6% in Q2 2026, selling an estimated $16.2K and leaving 1,227 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #267.

RMR Wealth Builders first reported a position in BA in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.71M in Q1 2021. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • RMR Wealth Builders held 1,227 shares of Boeing worth $266K as of Q2 2026.
  • RMR Wealth Builders sold 73 Boeing shares in Q2 2026, an estimated $16.2K.
  • Boeing made up 0.02% of RMR Wealth Builders's portfolio in Q2 2026, its #267 holding.
  • RMR Wealth Builders first reported a position in Boeing in Q4 2019 and has held it in 18 quarters since.
  • RMR Wealth Builders's Boeing position peaked at $1.71M in Q1 2021.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.