Avity Investment Management’s Boeing BA Stock Holding History

Avity 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 Q3	$639K	Buy	3,437 +557	+19%	+$119K	0.04%	81
2026 Q2	$623K	Sell	2,880 -22	-0.8%	-$4.89K	0.04%	80
2026 Q1	$578K	Buy	2,902 +200	+7%	+$45.5K	0.04%	80
2025 Q4	$587K	Buy	+2,702	New	+$556K	0.04%	77
2024 Q1	–	Sell	-900	Closed	-$235K	–	113
2023 Q4	$235K	Buy	+900	New	+$192K	0.02%	97
2019 Q4	–	Sell	-620	Closed	-$236K	–	75
2019 Q3	$236K	Hold	620	–	–	0.03%	69
2019 Q2	$226K	Buy	+620	New	+$226K	0.03%	75

Other funds holding BA

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

MSA

McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Avity Investment Management's BA Position: Q3 2026 in Review

Avity Investment Management increased its Boeing (BA) stake by 19% in Q3 2026, buying an estimated $119K and bringing the position to 3,437 shares worth $639K. The position accounts for 0.04% of the portfolio, ranked #81.

Avity Investment Management first reported a position in BA in Q2 2019 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Avity Investment Management held 3,437 shares of Boeing worth $639K as of Q3 2026.
Avity Investment Management bought 557 Boeing shares in Q3 2026, an estimated $119K.
Boeing made up 0.04% of Avity Investment Management's portfolio in Q3 2026, its #81 holding.
Avity Investment Management first reported a position in Boeing in Q2 2019 and has held it in 7 quarters since.
123 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Avity Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.