Joel Greenblatt's BA Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 10,967 shares of The Boeing Company (BA) worth $2.37 M, representing 0.01% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 49 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in BA, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2016, adding 179,884 shares. Largest reduction occurred in Q2 2017, reducing 255,066 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's The Boeing Company (BA) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Boeing Company (BA) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2013 | +22,145 | New Buy | 22,145 | $117.50 |
| Q4 2013 | +75,331 | Add 340.17% | 97,476 | $136.48 |
| Q1 2014 | -90,341 | Reduce 92.68% | 7,135 | $125.44 |
| Q2 2014 | +144,020 | Add 2018.50% | 151,155 | $127.23 |
| Q3 2014 | -151,155 | Sold Out | 151,155 | $0.00 |
| Q1 2015 | +71,981 | New Buy | 71,981 | $150.08 |
| Q2 2015 | -21,327 | Reduce 29.63% | 50,654 | $138.73 |
| Q3 2015 | +161,157 | Add 318.15% | 211,811 | $130.95 |
| Q4 2015 | +166,181 | Add 78.46% | 377,992 | $144.59 |
| Q1 2016 | +173,222 | Add 45.83% | 551,214 | $126.94 |
| Q2 2016 | -131,762 | Reduce 23.90% | 419,452 | $129.87 |
| Q3 2016 | -120,605 | Reduce 28.75% | 298,847 | $131.74 |
| Q4 2016 | +179,884 | Add 60.19% | 478,731 | $155.68 |
| Q1 2017 | -4,200 | Reduce 0.88% | 474,531 | $176.86 |
| Q2 2017 | -255,066 | Reduce 53.75% | 219,465 | $197.75 |
| Q3 2017 | +45,431 | Add 20.70% | 264,896 | $254.21 |
| Q4 2017 | -98,731 | Reduce 37.27% | 166,165 | $294.91 |
| Q1 2018 | -12,391 | Reduce 7.46% | 153,774 | $327.88 |
| Q2 2018 | -26,197 | Reduce 17.04% | 127,577 | $335.51 |
| Q3 2018 | +39,910 | Add 31.28% | 167,487 | $371.90 |
| Q4 2018 | -121,099 | Reduce 72.30% | 46,388 | $322.50 |
| Q1 2019 | -1,065 | Reduce 2.30% | 45,323 | $381.42 |
| Q2 2019 | -43,567 | Reduce 96.13% | 1,756 | $363.90 |
| Q3 2019 | -571 | Reduce 32.52% | 1,185 | $380.59 |
| Q4 2019 | -1,185 | Sold Out | 1,185 | $0.00 |
| Q4 2021 | +1,688 | New Buy | 1,688 | $201.42 |
| Q1 2022 | +3,884 | Add 230.09% | 5,572 | $191.49 |
| Q2 2022 | +2,968 | Add 53.27% | 8,540 | $136.77 |
| Q3 2022 | +4,842 | Add 56.70% | 13,382 | $121.06 |
| Q4 2022 | -208 | Reduce 1.55% | 13,174 | $190.49 |
| Q1 2023 | +31,815 | Add 241.50% | 44,989 | $212.43 |
| Q2 2023 | +1,271 | Add 2.83% | 46,260 | $211.16 |
| Q3 2023 | +14,593 | Add 31.55% | 60,853 | $191.68 |
| Q4 2023 | -38,379 | Reduce 63.07% | 22,474 | $260.66 |
| Q1 2024 | +7,960 | Add 35.42% | 30,434 | $192.99 |
| Q2 2024 | -16,474 | Reduce 54.13% | 13,960 | $182.01 |
| Q3 2024 | -5,961 | Reduce 42.70% | 7,999 | $152.04 |
| Q4 2024 | -919 | Reduce 11.49% | 7,080 | $177.00 |
| Q1 2025 | +717 | Add 10.13% | 7,797 | $170.55 |
| Q2 2025 | +2,524 | Add 32.37% | 10,321 | $209.53 |
| Q3 2025 | +646 | Add 6.26% | 10,967 | $215.83 |
Joel Greenblatt's The Boeing Company Investment FAQs
Joel Greenblatt first purchased The Boeing Company (BA) in Q3 2013, acquiring 22,145 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held The Boeing Company (BA) for 49 quarters since Q3 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to The Boeing Company (BA) was in Q4 2016, adding 478,731 shares worth $74.53 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 10,967 shares of The Boeing Company (BA), valued at approximately $2.37 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, The Boeing Company (BA) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in The Boeing Company (BA) was 551,214 shares, as reported at the end of Q1 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.