AM Investment Strategies’s Boeing BA Stock Holding History

AM Investment Strategies’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	$647K	Sell	2,990 -3,445	-54%	-$766K	0.12%	63
2026 Q1	$1.28M	Buy	6,435 +3,074	+91%	+$700K	0.28%	49
2025 Q4	$730K	Buy	3,361 +668	+25%	+$137K	0.15%	62
2025 Q3	$581K	Buy	2,693 +1,176	+78%	+$265K	0.13%	69
2025 Q2	$317K	Buy	+1,517	New	+$287K	0.07%	84
2024 Q3	–	Sell	-1,120	Closed	-$204K	–	107
2024 Q2	$204K	Buy	1,120 +30	+3%	+$5.35K	0.05%	100
2024 Q1	$210K	Buy	1,090 +275	+34%	+$56.5K	0.05%	100
2023 Q4	$212K	Buy	+815	New	+$174K	0.06%	97
2023 Q1	–	Sell	-5,018	Closed	-$956K	–	93
2022 Q4	$956K	Sell	5,018 -928	-16%	-$152K	0.34%	43
2022 Q3	$720K	Buy	5,946 +139	+2%	+$21.3K	0.26%	45
2022 Q2	$794K	Buy	5,807 +1,365	+31%	+$201K	0.28%	49
2022 Q1	$851K	Buy	4,442 +618	+16%	+$124K	0.23%	52
2021 Q4	$770K	Buy	3,824 +1,353	+55%	+$286K	0.18%	63
2021 Q3	$543K	Buy	2,471 +869	+54%	+$194K	0.14%	68
2021 Q2	$384K	Buy	1,602 +573	+56%	+$139K	0.1%	77
2021 Q1	$262K	Buy	+1,029	New	+$229K	0.07%	84

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

AM Investment Strategies's BA Position: Q2 2026 in Review

AM Investment Strategies reduced its Boeing (BA) stake by 54% in Q2 2026, selling an estimated $766K and leaving 2,990 shares worth $647K. The position accounts for 0.12% of the portfolio, ranked #63.

AM Investment Strategies first reported a position in BA in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.28M in Q1 2026. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

AM Investment Strategies held 2,990 shares of Boeing worth $647K as of Q2 2026.
AM Investment Strategies sold 3,445 Boeing shares in Q2 2026, an estimated $766K.
Boeing made up 0.12% of AM Investment Strategies's portfolio in Q2 2026, its #63 holding.
AM Investment Strategies first reported a position in Boeing in Q1 2021 and has held it in 16 quarters since.
AM Investment Strategies's Boeing position peaked at $1.28M in Q1 2026.
2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.