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Rothschild Investment LLC’s Boeing BA Stock Holding History

Rothschild Investment LLC’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 		$4.38M Buy
22,004
+2,698
+14% +$614K 0.23% 99
2025
Q4 		$4.19M Sell
19,306
-913
-5% -$188K 0.23% 95
2025
Q3 		$4.36M Buy
20,219
+540
+3% +$122K 0.25% 93
2025
Q2 		$4.12M Buy
19,679
+1,939
+11% +$366K 0.26% 92
2025
Q1 		$3.03M Sell
17,740
-369
-2% -$63.9K 0.2% 109
2024
Q4 		$3.21M Sell
18,109
-117
-0.6% -$18.4K 0.21% 110
2024
Q3 		$2.77M Sell
18,226
-1,039
-5% -$178K 0.18% 116
2024
Q2 		$3.51M Sell
19,265
-43,106
-69% -$7.68M 0.24% 91
2024
Q1 		$12M Sell
62,371
-10,143
-14% -$2.08M 0.87% 25
2023
Q4 		$18.9M Sell
72,514
-2,587
-3% -$553K 1.59% 11
2023
Q3 		$14.4M Buy
75,101
+13,079
+21% +$2.86M 1.21% 18
2023
Q2 		$13.1M Buy
62,022
+426
+0.7% +$88.5K 1.09% 19
2023
Q1 		$13.1M Sell
61,596
-119
-0.2% -$24.7K 1.14% 17
2022
Q4 		$11.8M Sell
61,715
-1,066
-2% -$174K 1.08% 18
2022
Q3 		$7.6M Sell
62,781
-1,179
-2% -$181K 0.75% 38
2022
Q2 		$8.74M Sell
63,960
-1,166
-2% -$172K 0.81% 33
2022
Q1 		$12.5M Sell
65,126
-580
-0.9% -$116K 0.98% 22
2021
Q4 		$13.2M Sell
65,706
-362
-0.5% -$76.5K 1.03% 21
2021
Q3 		$14.5M Buy
66,068
+270
+0.4% +$60.2K 1.22% 13
2021
Q2 		$15.8M Buy
65,798
+19,341
+42% +$4.68M 1.25% 12
2021
Q1 		$11.8M Buy
46,457
+895
+2% +$199K 1.02% 19
2020
Q4 		$9.75M Sell
45,562
-551
-1% -$106K 0.94% 24
2020
Q3 		$7.62M Buy
46,113
+2,004
+5% +$342K 0.83% 30
2020
Q2 		$8.09M Buy
44,109
+275
+0.6% +$42.3K 0.97% 22
2020
Q1 		$6.54M Sell
43,834
-231
-0.5% -$63.2K 0.85% 31
2019
Q4 		$14.4M Buy
44,065
+341
+0.8% +$121K 1.43% 11
2019
Q3 		$16.6M Buy
43,724
+1,621
+4% +$579K 1.94% 3
2019
Q2 		$15.3M Buy
42,103
+2,650
+7% +$966K 1.81% 4
2019
Q1 		$15M Sell
39,453
-6,010
-13% -$2.31M 1.76% 3
2018
Q4 		$14.7M Buy
45,463
+195
+0.4% +$67.4K 1.96% 4
2018
Q3 		$16.8M Sell
45,268
-185
-0.4% -$65K 1.98% 5
2018
Q2 		$15.3M Sell
45,453
-350
-0.8% -$120K 1.92% 5
2018
Q1 		$15M Sell
45,803
-19,037
-29% -$6.43M 1.92% 3
2017
Q4 		$19.1M Sell
64,840
-4,262
-6% -$1.15M 2.08% 3
2017
Q3 		$17.6M Sell
69,102
-8,911
-11% -$2.08M 1.99% 3
2017
Q2 		$15.4M Sell
78,013
-248
-0.3% -$46.2K 1.75% 3
2017
Q1 		$13.8M Sell
78,261
-15,860
-17% -$2.7M 1.61% 4
2016
Q4 		$14.7M Sell
94,121
-1,185
-1% -$173K 1.76% 4
2016
Q3 		$12.6M Buy
95,306
+4,985
+6% +$657K 1.54% 5
2016
Q2 		$11.7M Buy
90,321
+2,250
+3% +$293K 1.5% 6
2016
Q1 		$11.2M Buy
88,071
+6,911
+9% +$858K 1.44% 6
2015
Q4 		$11.7M Sell
81,160
-296
-0.4% -$42.6K 1.49% 6
2015
Q3 		$10.7M Buy
81,456
+1,575
+2% +$218K 1.41% 6
2015
Q2 		$11.1M Sell
79,881
-9,860
-11% -$1.44M 1.29% 12
2015
Q1 		$13.5M Sell
89,741
-1,131
-1% -$165K 1.58% 6
2014
Q4 		$11.8M Buy
90,872
+2,031
+2% +$258K 1.41% 11
2014
Q3 		$11.3M Buy
88,841
+11,251
+15% +$1.42M 1.38% 11
2014
Q2 		$9.87M Buy
77,590
+38,664
+99% +$5.05M 1.26% 13
2014
Q1 		$4.88M Hold
38,926
– – 0.66% 43
2013
Q4 		$5.31M Sell
38,926
-250
-0.6% -$32.5K 0.72% 38
2013
Q3 		$4.6M Buy
39,176
+9,550
+32% +$1.03M 0.68% 42
2013
Q2 		$3.04M Buy
+29,626
New +$2.81M 0.49% 54

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

Rothschild Investment LLC's BA Position: Q1 2026 in Review

Rothschild Investment LLC increased its Boeing (BA) stake by 14% in Q1 2026, buying an estimated $614K and bringing the position to 22,004 shares worth $4.38M. The position accounts for 0.23% of the portfolio, ranked #99.

Rothschild Investment LLC first reported a position in BA in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.1M in Q4 2017. 2,510 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Rothschild Investment LLC held 22,004 shares of Boeing worth $4.38M as of Q1 2026.
  • Rothschild Investment LLC bought 2,698 Boeing shares in Q1 2026, an estimated $614K.
  • Boeing made up 0.23% of Rothschild Investment LLC's portfolio in Q1 2026, its #99 holding.
  • Rothschild Investment LLC first reported a position in Boeing in Q2 2013 and has held it in 52 quarters since.
  • Rothschild Investment LLC's Boeing position peaked at $19.1M in Q4 2017.
  • 2,510 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.