Advantage Trust Company’s Boeing BA Stock Holding History

Advantage Trust Company’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	$95.7K	Buy	442 +2	+0.5%	+$445	0.03%	87
2026 Q1	$87.6K	Hold	440	–	–	0.04%	62
2025 Q4	$95.5K	Hold	440	–	–	0.04%	57
2025 Q3	$95K	Hold	440	–	–	0.04%	84
2025 Q2	$92.2K	Hold	440	–	–	0.05%	96
2025 Q1	$75K	Sell	440 -200	-31%	-$34.6K	0.05%	78
2024 Q4	$113K	Sell	640 -175	-21%	-$27.5K	0.07%	67
2024 Q3	$124K	Hold	815	–	–	0.08%	57
2024 Q2	$148K	Hold	815	–	–	0.11%	51
2024 Q1	$157K	Hold	815	–	–	0.12%	52
2023 Q4	$212K	Buy	+815	New	+$174K	0.17%	40

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

Advantage Trust Company's BA Position: Q2 2026 in Review

Advantage Trust Company increased its Boeing (BA) stake by 0.45% in Q2 2026, buying an estimated $445 and bringing the position to 442 shares worth $95.7K. The position accounts for 0.03% of the portfolio, ranked #87.

Advantage Trust Company first reported a position in BA in Q4 2023 and has held it in 11 quarters since. The position peaked at $212K in Q4 2023. 2,627 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Advantage Trust Company held 442 shares of Boeing worth $95.7K as of Q2 2026.
Advantage Trust Company bought 2 Boeing shares in Q2 2026, an estimated $445.
Boeing made up 0.03% of Advantage Trust Company's portfolio in Q2 2026, its #87 holding.
Advantage Trust Company first reported a position in Boeing in Q4 2023 and has held it in 11 quarters since.
Advantage Trust Company's Boeing position peaked at $212K in Q4 2023.
2,627 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.