AIS
BA icon

Advocate Investing Services’s Boeing BA Stock Holding History

Advocate Investing Services’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 		$86.6K Hold
400
– – 0.07% 134
2026
Q1 		$79.6K Buy
400
+200
+100% +$45.5K 0.07% 129
2025
Q4 		$43.4K Buy
+200
New +$41.1K 0.04% 148

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

Advocate Investing Services's BA Position: Q2 2026 in Review

Advocate Investing Services held its Boeing (BA) position steady in Q2 2026 at 400 shares worth $86.6K. The position accounts for 0.07% of the portfolio, ranked #134.

Advocate Investing Services first reported a position in BA in Q4 2025 and has held it in 3 quarters since. 2,615 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Advocate Investing Services held 400 shares of Boeing worth $86.6K as of Q2 2026.
  • Advocate Investing Services left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.07% of Advocate Investing Services's portfolio in Q2 2026, its #134 holding.
  • Advocate Investing Services first reported a position in Boeing in Q4 2025 and has held it in 3 quarters since.
  • 2,615 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.