Advance Capital Management’s Boeing BA Stock Holding History

Advance Capital 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	$386K	Buy	1,785 +617	+53%	+$137K	0.01%	141
2026 Q1	$232K	Buy	1,168 +79	+7%	+$18K	0.01%	156
2025 Q4	$236K	Sell	1,089 -40	-4%	-$8.23K	0.01%	151
2025 Q3	$244K	Buy	1,129 +6	+0.5%	+$1.35K	0.01%	151
2025 Q2	$235K	Buy	+1,123	New	+$212K	0.01%	151
2025 Q1	–	Sell	-1,351	Closed	-$239K	–	164
2024 Q4	$239K	Sell	1,351 -166	-11%	-$26.1K	0.01%	136
2024 Q3	$231K	Buy	1,517 +5	+0.3%	+$857	0.01%	132
2024 Q2	$275K	Buy	1,512 +315	+26%	+$56.1K	0.01%	125
2024 Q1	$231K	Buy	1,197 +126	+12%	+$25.9K	0.02%	131
2023 Q4	$279K	Buy	+1,071	New	+$229K	0.02%	100
2022 Q1	–	Sell	-1,054	Closed	-$212K	–	90
2021 Q4	$212K	Buy	+1,054	New	+$223K	0.04%	82

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

Advance Capital Management's BA Position: Q2 2026 in Review

Advance Capital Management increased its Boeing (BA) stake by 53% in Q2 2026, buying an estimated $137K and bringing the position to 1,785 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #141.

Advance Capital Management first reported a position in BA in Q4 2021 and has held it in 11 quarters since. 2,630 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Advance Capital Management held 1,785 shares of Boeing worth $386K as of Q2 2026.
Advance Capital Management bought 617 Boeing shares in Q2 2026, an estimated $137K.
Boeing made up 0.01% of Advance Capital Management's portfolio in Q2 2026, its #141 holding.
Advance Capital Management first reported a position in Boeing in Q4 2021 and has held it in 11 quarters since.
2,630 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.