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Advisor OS’s Boeing BA Stock Holding History

Advisor OS’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 		$610K Sell
2,819
-569
-17% -$127K 0.04% 277
2026
Q1 		$674K Buy
3,388
+393
+13% +$89.5K 0.05% 245
2025
Q4 		$650K Buy
2,995
+72
+2% +$14.8K 0.05% 240
2025
Q3 		$631K Buy
2,923
+274
+10% +$61.8K 0.05% 219
2025
Q2 		$555K Buy
2,649
+398
+18% +$75.2K 0.05% 235
2025
Q1 		$384K Sell
2,251
-26
-1% -$4.5K 0.04% 272
2024
Q4 		$403K Buy
2,277
+68
+3% +$10.7K 0.05% 266
2024
Q3 		$336K Hold
2,209
– – 0.03% 304
2024
Q2 		$402K Sell
2,209
-21
-0.9% -$3.74K 0.04% 262
2024
Q1 		$430K Buy
2,230
+56
+3% +$11.5K 0.05% 256
2023
Q4 		$567K Buy
2,174
+226
+12% +$48.3K 0.07% 204
2023
Q3 		$373K Buy
1,948
+68
+4% +$14.9K 0.06% 210
2023
Q2 		$397K Buy
1,880
+666
+55% +$138K 0.06% 212
2023
Q1 		$258K Buy
+1,214
New +$252K 0.06% 209

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisor OS's BA Position: Q2 2026 in Review

Advisor OS reduced its Boeing (BA) stake by 17% in Q2 2026, selling an estimated $127K and leaving 2,819 shares worth $610K. The position accounts for 0.04% of the portfolio, ranked #277.

Advisor OS first reported a position in BA in Q1 2023 and has held it in 14 quarters since. The position peaked at $674K in Q1 2026. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Advisor OS held 2,819 shares of Boeing worth $610K as of Q2 2026.
  • Advisor OS sold 569 Boeing shares in Q2 2026, an estimated $127K.
  • Boeing made up 0.04% of Advisor OS's portfolio in Q2 2026, its #277 holding.
  • Advisor OS first reported a position in Boeing in Q1 2023 and has held it in 14 quarters since.
  • Advisor OS's Boeing position peaked at $674K in Q1 2026.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.