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 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Avity Investment Management reduced its Boeing (BA) stake by 0.76% in Q2 2026, selling an estimated $4.89K and leaving 2,880 shares worth $623K. The position accounts for 0.04% of the portfolio, ranked #80.

Avity Investment Management first reported a position in BA in Q2 2019 and has held it in 6 quarters since. 893 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Avity Investment Management held 2,880 shares of Boeing worth $623K as of Q2 2026.
Avity Investment Management sold 22 Boeing shares in Q2 2026, an estimated $4.89K.
Boeing made up 0.04% of Avity Investment Management's portfolio in Q2 2026, its #80 holding.
Avity Investment Management first reported a position in Boeing in Q2 2019 and has held it in 6 quarters since.
893 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.