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Allied Investment Advisors’s Boeing BA Stock Holding History

Allied Investment Advisors’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
Q3 		$10.5M Buy
56,317
+5,400
+11% +$1.16M 0.99% 43
2026
Q2 		$11M Buy
50,917
+49,083
+2,676% +$10.9M 1.38% 39
2026
Q1 		$365K Hold
1,834
– – 0.05% 74
2025
Q4 		$398K Sell
1,834
-50
-3% -$10.3K 0.06% 72
2025
Q3 		$407K Hold
1,884
– – 0.06% 68
2025
Q2 		$395K Hold
1,884
– – 0.07% 63
2025
Q1 		$321K Sell
1,884
-56
-3% -$9.69K 0.06% 68
2024
Q4 		$343K Buy
+1,940
New +$304K 0.07% 63
2024
Q2 		– Sell
-1,144
Closed -$221K – 77
2024
Q1 		$221K Sell
1,144
-2,135
-65% -$439K 0.05% 61
2023
Q4 		$855K Hold
3,279
– – 0.23% 42
2023
Q3 		$629K Sell
3,279
-244
-7% -$53.4K 0.19% 44
2023
Q2 		$744K Buy
3,523
+285
+9% +$59.2K 0.22% 42
2023
Q1 		$688K Hold
3,238
– – 0.21% 43
2022
Q4 		$617K Sell
3,238
-39
-1% -$6.38K 0.19% 44
2022
Q3 		$397K Sell
3,277
-9
-0.3% -$1.38K 0.15% 45
2022
Q2 		$449K Buy
3,286
+560
+21% +$82.6K 0.16% 43
2022
Q1 		$522K Buy
2,726
+68
+3% +$13.6K 0.17% 42
2021
Q4 		$535K Buy
2,658
+35
+1% +$7.39K 0.18% 43
2021
Q3 		$577K Hold
2,623
– – 0.22% 42
2021
Q2 		$628K Sell
2,623
-110
-4% -$26.6K 0.24% 42
2021
Q1 		$696K Buy
2,733
+52
+2% +$11.6K 0.3% 38
2020
Q4 		$574K Buy
2,681
+1,006
+60% +$193K 0.28% 38
2020
Q3 		$277K Buy
1,675
+380
+29% +$64.8K 0.15% 43
2020
Q2 		$237K Buy
+1,295
New +$199K 0.14% 43
2020
Q1 		– Sell
-1,093
Closed -$356K – 45
2019
Q4 		$356K Hold
1,093
– – 0.21% 41
2019
Q3 		$416K Buy
1,093
+105
+11% +$37.5K 0.27% 38
2019
Q2 		$360K Buy
988
+185
+23% +$67.5K 0.24% 40
2019
Q1 		$306K Hold
803
– – 0.21% 40
2018
Q4 		$259K Hold
803
– – 0.21% 37
2018
Q3 		$299K Hold
803
– – 0.22% 38
2018
Q2 		$269K Hold
803
– – 0.22% 41
2018
Q1 		$263K Hold
803
– – 0.22% 41
2017
Q4 		$237K Buy
+803
New +$217K 0.2% 41

Other funds holding BA

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
DCM
Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Allied Investment Advisors's BA Position: Q3 2026 in Review

Allied Investment Advisors increased its Boeing (BA) stake by 11% in Q3 2026, buying an estimated $1.16M and bringing the position to 56,317 shares worth $10.5M. The position accounts for 0.99% of the portfolio, ranked #43.

Allied Investment Advisors first reported a position in BA in Q4 2017 and has held it in 33 quarters since. The position peaked at $11M in Q2 2026. 210 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Allied Investment Advisors held 56,317 shares of Boeing worth $10.5M as of Q3 2026.
  • Allied Investment Advisors bought 5,400 Boeing shares in Q3 2026, an estimated $1.16M.
  • Boeing made up 0.99% of Allied Investment Advisors's portfolio in Q3 2026, its #43 holding.
  • Allied Investment Advisors first reported a position in Boeing in Q4 2017 and has held it in 33 quarters since.
  • Allied Investment Advisors's Boeing position peaked at $11M in Q2 2026.
  • 210 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Allied Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.