RW Investment Management’s Boeing BA Stock Holding History

RW Investment Management’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	$870K	Hold	4,021	–	–	0.08%	54
2026 Q1	$800K	Buy	+4,021	New	+$916K	0.08%	52
2025 Q3	$895K	Sell	4,147 -544	-12%	-$123K	0.09%	42
2025 Q2	$983K	Buy	4,691 +620	+15%	+$117K	0.11%	39
2025 Q1	$694K	Sell	4,071 -320	-7%	-$55.4K	0.09%	46
2024 Q4	$777K	Hold	4,391	–	–	0.09%	47
2024 Q3	$668K	Hold	4,391	–	–	0.08%	52
2024 Q2	$799K	Hold	4,391	–	–	0.11%	43
2024 Q1	$847K	Sell	4,391 -247	-5%	-$50.8K	0.12%	42
2023 Q4	$1.21M	Sell	4,638 -155	-3%	-$33.1K	0.18%	25
2023 Q3	$919K	Buy	4,793 +18	+0.4%	+$3.94K	0.17%	32
2023 Q2	$1.01M	Sell	4,775 -323	-6%	-$67.1K	0.21%	28
2023 Q1	$1.08M	Sell	5,098 -50	-1%	-$10.4K	0.3%	26
2022 Q4	$981K	Buy	+5,148	New	+$842K	0.39%	26

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RW Investment Management's BA Position: Q2 2026 in Review

RW Investment Management held its Boeing (BA) position steady in Q2 2026 at 4,021 shares worth $870K. The position accounts for 0.08% of the portfolio, ranked #54.

RW Investment Management first reported a position in BA in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.21M in Q4 2023. 2,629 funds tracked by Wall St. Rank hold BA as of Q2 2026.

RW Investment Management held 4,021 shares of Boeing worth $870K as of Q2 2026.
RW Investment Management left its Boeing share count unchanged in Q2 2026.
Boeing made up 0.08% of RW Investment Management's portfolio in Q2 2026, its #54 holding.
RW Investment Management first reported a position in Boeing in Q4 2022 and has held it in 14 quarters since.
RW Investment Management's Boeing position peaked at $1.21M in Q4 2023.
2,629 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.