AIM
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Advyzon Investment Management’s Boeing BA Stock Holding History

Advyzon Investment 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 		$1.55M Buy
7,138
+2,043
+40% +$455K 0.11% 175
2026
Q1 		$1.01M Sell
5,095
-1,108
-18% -$252K 0.09% 226
2025
Q4 		$1.35M Buy
6,203
+1,583
+34% +$326K 0.16% 140
2025
Q3 		$997K Buy
4,620
+948
+26% +$214K 0.17% 129
2025
Q2 		$769K Buy
3,672
+133
+4% +$25.1K 0.17% 120
2025
Q1 		$604K Sell
3,539
-807
-19% -$140K 0.21% 92
2024
Q4 		$769K Buy
+4,346
New +$682K 0.3% 67

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

Advyzon Investment Management's BA Position: Q2 2026 in Review

Advyzon Investment Management increased its Boeing (BA) stake by 40% in Q2 2026, buying an estimated $455K and bringing the position to 7,138 shares worth $1.55M. The position accounts for 0.11% of the portfolio, ranked #175.

Advyzon Investment Management first reported a position in BA in Q4 2024 and has held it in 7 quarters since. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Advyzon Investment Management held 7,138 shares of Boeing worth $1.55M as of Q2 2026.
  • Advyzon Investment Management bought 2,043 Boeing shares in Q2 2026, an estimated $455K.
  • Boeing made up 0.11% of Advyzon Investment Management's portfolio in Q2 2026, its #175 holding.
  • Advyzon Investment Management first reported a position in Boeing in Q4 2024 and has held it in 7 quarters since.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.