ARS Investment Partners, LLC BA Boeing Company COM

Ownership history in ARS Investment Partners, LLC  ·  39 quarters on record

AI Ownership Summary

ARS Investment Partners, LLC reported Boeing Company COM (BA) in 39 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 2.02% in 2026 Q1. The latest visible filing shows BA at 2.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ARS Investment Partners, LLC's position in Boeing Company COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BA was reported at 2.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.02% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ARS Investment Partners, LLC held BA — position size vs. price
% of Fund (quarterly)    BA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 195,331 +37,039 +23.4% 2.02% $38.9M 2026-04-16 $218.88
2025 Q4 ADDED 158,292 +52,231 +49.2% 2.01% $34.4M 2026-02-05 $236.95
2025 Q3 REDUCED 13.4% +0.7% 106,061 -16,460 -13.4% 1.51% $22.9M 2025-10-15 $214.00
2025 Q2 ADDED 122,521 +30,564 +33.2% 1.87% $25.7M 2025-08-11 $225.96
2025 Q1 UNCHANGED 91,957 0% 1.47% $16.3M 2025-05-14 $204.72
2024 Q4 ADDED 91,957 +35,420 +62.6% 1.47% $16.3M 2025-01-16 $168.93
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ARS Investment Partners, LLC and BA

These are the practical questions this page is built to answer before you even open the full history table.

How long has ARS Investment Partners, LLC reported owning BA?

ARS Investment Partners, LLC reported BA across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BA position in ARS Investment Partners, LLC's portfolio?

The largest reported portfolio weight for BA was 2.02% in 2026 Q1.

What is the latest reported BA position on this page?

The most recent filing on this page is 2026 Q1, when ARS Investment Partners, LLC reported 195,331 shares, equal to 2.02% of portfolio, with an estimated market value of $38.9M.

What does the chart on this BA ownership page compare?

The chart compares ARS Investment Partners, LLC's quarterly BA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ARS Investment Partners, LLC time their BA position?

Based on 13F filing dates vs. subsequent BA price moves, ARS Investment Partners, LLC correctly timed 15 out of 35 reported position changes (43%). The annualised alpha on BA relative to SPY over the holding period was +5.1%.

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