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Roundview Capital’s Boeing BA Stock Holding History

Roundview Capital’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 		$1.16M Buy
5,824
+2,446
+72% +$557K 0.07% 202
2025
Q4 		$733K Buy
3,378
+200
+6% +$41.1K 0.05% 225
2025
Q3 		$686K Buy
3,178
+64
+2% +$14.4K 0.04% 240
2025
Q2 		$652K Buy
3,114
+186
+6% +$35.1K 0.04% 246
2025
Q1 		$499K Sell
2,928
-166
-5% -$28.7K 0.04% 257
2024
Q4 		$548K Buy
3,094
+379
+14% +$59.5K 0.04% 261
2024
Q3 		$413K Sell
2,715
-48
-2% -$8.23K 0.03% 288
2024
Q2 		$503K Sell
2,763
-292
-10% -$52K 0.04% 253
2024
Q1 		$590K Sell
3,055
-2,953
-49% -$607K 0.05% 246
2023
Q4 		$1.57M Hold
6,008
– – 0.14% 144
2023
Q3 		$1.15M Sell
6,008
-87
-1% -$19K 0.12% 173
2023
Q2 		$1.29M Buy
6,095
+225
+4% +$46.7K 0.13% 161
2023
Q1 		$1.25M Buy
5,870
+56
+1% +$11.6K 0.13% 163
2022
Q4 		$1.11M Buy
5,814
+2,969
+104% +$486K 0.13% 169
2022
Q3 		$344K Sell
2,845
-1,295
-31% -$199K 0.04% 236
2022
Q2 		$566K Sell
4,140
-99
-2% -$14.6K 0.07% 212
2022
Q1 		$812K Buy
4,239
+27
+0.6% +$5.42K 0.08% 198
2021
Q4 		$848K Sell
4,212
-231
-5% -$48.8K 0.08% 200
2021
Q3 		$977K Sell
4,443
-1,712
-28% -$382K 0.11% 185
2021
Q2 		$1.47M Sell
6,155
-459
-7% -$111K 0.16% 145
2021
Q1 		$1.69M Buy
6,614
+1,359
+26% +$302K 0.21% 123
2020
Q4 		$1.13M Buy
5,255
+442
+9% +$85K 0.15% 142
2020
Q3 		$795K Sell
4,813
-115
-2% -$19.6K 0.12% 152
2020
Q2 		$903K Sell
4,928
-1,179
-19% -$181K 0.15% 141
2020
Q1 		$911K Buy
6,107
+72
+1% +$19.7K 0.19% 129
2019
Q4 		$1.97M Buy
6,035
+323
+6% +$114K 0.37% 82
2019
Q3 		$2.17M Buy
5,712
+125
+2% +$44.7K 0.47% 65
2019
Q2 		$2.03M Sell
5,587
-1,588
-22% -$579K 0.46% 66
2019
Q1 		$2.74M Sell
7,175
-123
-2% -$47.3K 0.65% 46
2018
Q4 		$2.35M Buy
7,298
+2,533
+53% +$875K 0.66% 43
2018
Q3 		$1.77M Buy
4,765
+135
+3% +$47.4K 0.44% 73
2018
Q2 		$1.55M Buy
4,630
+20
+0.4% +$6.88K 0.41% 82
2018
Q1 		$1.51M Hold
4,610
– – 0.43% 77
2017
Q4 		$1.36M Buy
4,610
+100
+2% +$27.1K 0.35% 89
2017
Q3 		$1.15M Buy
4,510
+190
+4% +$44.3K 0.33% 90
2017
Q2 		$854K Buy
4,320
+200
+5% +$37.2K 0.25% 110
2017
Q1 		$729K Sell
4,120
-200
-5% -$34.1K 0.23% 124
2016
Q4 		$673K Buy
4,320
+125
+3% +$18.3K 0.22% 121
2016
Q3 		$553K Buy
4,195
+154
+4% +$20.3K 0.2% 130
2016
Q2 		$525K Sell
4,041
-7,200
-64% -$939K 0.19% 128
2016
Q1 		$1.43M Buy
11,241
+8,688
+340% +$1.08M 0.53% 60
2015
Q4 		$369K Buy
2,553
+116
+5% +$16.7K 0.15% 133
2015
Q3 		$319K Hold
2,437
– – 0.14% 134
2015
Q2 		$338K Hold
2,437
– – 0.13% 127
2015
Q1 		$366K Hold
2,437
– – 0.14% 121
2014
Q4 		$317K Hold
2,437
– – 0.13% 123
2014
Q3 		$310K Sell
2,437
-160
-6% -$20.2K 0.14% 106
2014
Q2 		$330K Buy
2,597
+160
+7% +$20.9K 0.13% 125
2014
Q1 		$306K Sell
2,437
-985
-29% -$128K 0.15% 107
2013
Q4 		$467K Buy
3,422
+113
+3% +$14.7K 0.21% 106
2013
Q3 		$389K Buy
3,309
+5
+0.2% +$539 0.2% 99
2013
Q2 		$338K Buy
+3,304
New +$314K 0.21% 92

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

Roundview Capital's BA Position: Q1 2026 in Review

Roundview Capital increased its Boeing (BA) stake by 72% in Q1 2026, buying an estimated $557K and bringing the position to 5,824 shares worth $1.16M. The position accounts for 0.07% of the portfolio, ranked #202.

Roundview Capital first reported a position in BA in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.74M in Q1 2019. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Roundview Capital held 5,824 shares of Boeing worth $1.16M as of Q1 2026.
  • Roundview Capital bought 2,446 Boeing shares in Q1 2026, an estimated $557K.
  • Boeing made up 0.07% of Roundview Capital's portfolio in Q1 2026, its #202 holding.
  • Roundview Capital first reported a position in Boeing in Q2 2013 and has held it in 52 quarters since.
  • Roundview Capital's Boeing position peaked at $2.74M in Q1 2019.
  • 2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.