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Roehl & Yi Investment Advisors’s Boeing BA Stock Holding History

Roehl & Yi Investment 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
Q1 		– Sell
-926
Closed -$201K – 181
2025
Q4 		$201K Buy
+926
New +$190K 0.08% 158
2025
Q1 		– Sell
-1,444
Closed -$256K – 155
2024
Q4 		$256K Buy
+1,444
New +$227K 0.14% 121

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Roehl & Yi Investment Advisors's BA Position: Q1 2026 in Review

Roehl & Yi Investment Advisors sold out of Boeing (BA) in Q1 2026, closing a stake of 926 shares — an estimated $201K sold.

Roehl & Yi Investment Advisors first reported a position in BA in Q4 2024 and held it in 2 quarters. The position peaked at $256K in Q4 2024. 2,523 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Roehl & Yi Investment Advisors reported no remaining Boeing position as of Q1 2026 after selling out during the quarter.
  • Roehl & Yi Investment Advisors sold 926 Boeing shares in Q1 2026, an estimated $201K.
  • Roehl & Yi Investment Advisors first reported a position in Boeing in Q4 2024 and held it in 2 quarters.
  • Roehl & Yi Investment Advisors's Boeing position peaked at $256K in Q4 2024.
  • 2,523 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.