Athena Investment Management’s Boeing BA Stock Holding History

Athena 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	$500K	Sell	2,310 -1,296	-36%	-$288K	0.3%	78
2026 Q1	$718K	Hold	3,606	–	–	0.37%	70
2025 Q4	$783K	Buy	3,606 +60	+2%	+$12.3K	0.4%	64
2025 Q3	$765K	Sell	3,546 -12	-0.3%	-$2.71K	0.4%	61
2025 Q2	$745K	Sell	3,558 -8	-0.2%	-$1.51K	0.42%	58
2025 Q1	$608K	Sell	3,566 -16	-0.4%	-$2.77K	0.37%	63
2024 Q4	$634K	Sell	3,582 -49	-1%	-$7.69K	0.37%	67
2024 Q3	$552K	Hold	3,631	–	–	0.31%	73
2024 Q2	$661K	Sell	3,631 -9	-0.2%	-$1.6K	0.4%	60
2024 Q1	$702K	Sell	3,640 -4	-0.1%	-$822	0.42%	59
2023 Q4	$950K	Hold	3,644	–	–	0.62%	40
2023 Q3	$698K	Hold	3,644	–	–	0.5%	48
2023 Q2	$769K	Sell	3,644 -9	-0.2%	-$1.87K	0.53%	47
2023 Q1	$776K	Sell	3,653 -9	-0.2%	-$1.87K	0.56%	45
2022 Q4	$698K	Buy	3,662 +81	+2%	+$13.2K	0.51%	48
2022 Q3	$434K	Sell	3,581 -86	-2%	-$13.2K	0.36%	67
2022 Q2	$501K	Buy	3,667 +768	+26%	+$113K	0.4%	56
2022 Q1	$560K	Buy	+2,899	New	+$582K	0.43%	56

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

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

Athena Investment Management reduced its Boeing (BA) stake by 36% in Q2 2026, selling an estimated $288K and leaving 2,310 shares worth $500K. The position accounts for 0.3% of the portfolio, ranked #78.

Athena Investment Management first reported a position in BA in Q1 2022 and has held it in 18 quarters since. The position peaked at $950K in Q4 2023. 2,629 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Athena Investment Management held 2,310 shares of Boeing worth $500K as of Q2 2026.
Athena Investment Management sold 1,296 Boeing shares in Q2 2026, an estimated $288K.
Boeing made up 0.3% of Athena Investment Management's portfolio in Q2 2026, its #78 holding.
Athena Investment Management first reported a position in Boeing in Q1 2022 and has held it in 18 quarters since.
Athena Investment Management's Boeing position peaked at $950K in Q4 2023.
2,629 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.