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Joel Greenblatt’s BA Holdings & Trades

First Buy
Q3 2013
Duration Held
42 Quarters
Largest Add
Q4 2016
+179,884 Shares
Current Position
6,760 Shares
$1.47 M Value

Joel Greenblatt's BA Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 6,760 shares of The Boeing Company (BA) worth $1.47 M, representing 0.01% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 42 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

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -4,207 Reduce 38.36% 6,760 $217.12
Q3 2025 +646 Add 6.26% 10,967 $215.83
Q2 2025 +2,524 Add 32.37% 10,321 $209.53
Q1 2025 +717 Add 10.13% 7,797 $170.55
Q4 2024 -919 Reduce 11.49% 7,080 $177.00
Q3 2024 -5,961 Reduce 42.70% 7,999 $152.04
Q2 2024 -16,474 Reduce 54.13% 13,960 $182.01
Q1 2024 +7,960 Add 35.42% 30,434 $192.99
Q4 2023 -38,379 Reduce 63.07% 22,474 $260.66
Q3 2023 +14,593 Add 31.55% 60,853 $191.68
Q2 2023 +1,271 Add 2.83% 46,260 $211.16
Q1 2023 +31,815 Add 241.50% 44,989 $212.43
Q4 2022 -208 Reduce 1.55% 13,174 $190.49
Q3 2022 +4,842 Add 56.70% 13,382 $121.06
Q2 2022 +2,968 Add 53.27% 8,540 $136.77
Q1 2022 +3,884 Add 230.09% 5,572 $191.49
Q4 2021 +1,688 New Buy 1,688 $201.42
Q4 2019 -1,185 Sold Out 0 $0.00
Q3 2019 -571 Reduce 32.52% 1,185 $380.59
Q2 2019 -43,567 Reduce 96.13% 1,756 $363.90
Q1 2019 -1,065 Reduce 2.30% 45,323 $381.42
Q4 2018 -121,099 Reduce 72.30% 46,388 $322.50
Q3 2018 +39,910 Add 31.28% 167,487 $371.90
Q2 2018 -26,197 Reduce 17.04% 127,577 $335.51
Q1 2018 -12,391 Reduce 7.46% 153,774 $327.88
Q4 2017 -98,731 Reduce 37.27% 166,165 $294.91
Q3 2017 +45,431 Add 20.70% 264,896 $254.21
Q2 2017 -255,066 Reduce 53.75% 219,465 $197.75
Q1 2017 -4,200 Reduce 0.88% 474,531 $176.86
Q4 2016 +179,884 Add 60.19% 478,731 $155.68
Q3 2016 -120,605 Reduce 28.75% 298,847 $131.74
Q2 2016 -131,762 Reduce 23.90% 419,452 $129.87
Q1 2016 +173,222 Add 45.83% 551,214 $126.94
Q4 2015 +166,181 Add 78.46% 377,992 $144.59
Q3 2015 +161,157 Add 318.15% 211,811 $130.95
Q2 2015 -21,327 Reduce 29.63% 50,654 $138.73
Q1 2015 +71,981 New Buy 71,981 $150.08
Q3 2014 -151,155 Sold Out 0 $0.00
Q2 2014 +144,020 Add 2018.50% 151,155 $127.23
Q1 2014 -90,341 Reduce 92.68% 7,135 $125.44
Q4 2013 +75,331 Add 340.17% 97,476 $136.48
Q3 2013 +22,145 New Buy 22,145 $117.50

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 42 quarters since Q3 2013.

Joel Greenblatt's largest addition to The Boeing Company (BA) was in Q4 2016, adding 478,731 shares worth $74.53 M.

According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 6,760 shares of The Boeing Company (BA), valued at approximately $1.47 M.

As of the Q4 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.

Joel Greenblatt's peak holding in The Boeing Company (BA) was 551,214 shares, as reported at the end of Q1 2016.