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 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 $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

RW Investment Management's BA Position: Q1 2026 in Review

RW Investment Management opened a new position in Boeing (BA) in Q1 2026: 4,021 shares worth $800K. The stake represents 0.08% of the portfolio and ranks #52 among its holdings. This is a return to the name: RW Investment Management previously reported a position in BA as recently as Q3 2025.

RW Investment Management first reported a position in BA in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.21M in Q4 2023. 2,510 funds tracked by Wall St. Rank hold BA as of Q1 2026.

RW Investment Management held 4,021 shares of Boeing worth $800K as of Q1 2026.
Boeing was a new RW Investment Management position in Q1 2026.
Boeing made up 0.08% of RW Investment Management's portfolio in Q1 2026, its #52 holding.
RW Investment Management first reported a position in Boeing in Q4 2022 and has held it in 13 quarters since.
RW Investment Management's Boeing position peaked at $1.21M in Q4 2023.
2,510 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.