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Baker Avenue Asset Management’s Boeing BA Stock Holding History

Baker Avenue Asset 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 		$1.04M Buy
4,785
+1,169
+32% +$260K 0.02% 291
2026
Q1 		$720K Buy
3,616
+524
+17% +$119K 0.02% 339
2025
Q4 		$671K Sell
3,092
-8,876
-74% -$1.83M 0.02% 316
2025
Q3 		$2.58M Buy
11,968
+10,135
+553% +$2.29M 0.06% 190
2025
Q2 		$384K Sell
1,833
-241
-12% -$45.5K 0.01% 338
2025
Q1 		$354K Buy
2,074
+513
+33% +$88.8K 0.01% 342
2024
Q4 		$276K Sell
1,561
-28
-2% -$4.39K 0.01% 361
2024
Q3 		$242K Buy
+1,589
New +$272K 0.01% 377
2024
Q1 		– Sell
-964
Closed -$251K – 375
2023
Q4 		$251K Buy
964
+825
+594% +$176K 0.01% 321
2023
Q3 		$26.6K Sell
139
-91
-40% -$19.9K ﹤0.01% 609
2023
Q2 		$48.6K Buy
230
+5
+2% +$1.04K ﹤0.01% 528
2023
Q1 		$47.9K Buy
225
+18
+9% +$3.74K ﹤0.01% 537
2022
Q4 		$39.5K Buy
+207
New +$33.9K ﹤0.01% 528
2022
Q2 		– Sell
-40,259
Closed -$7.71M – 306
2022
Q1 		$7.71M Buy
40,259
+3,393
+9% +$681K 0.39% 67
2021
Q4 		$7.42M Buy
36,866
+3,555
+11% +$751K 0.37% 72
2021
Q3 		$7.33M Buy
33,311
+908
+3% +$203K 0.42% 64
2021
Q2 		$7.76M Buy
32,403
+2,496
+8% +$603K 0.44% 57
2021
Q1 		$7.62M Buy
+29,907
New +$6.65M 0.47% 57

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baker Avenue Asset Management's BA Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Boeing (BA) stake by 32% in Q2 2026, buying an estimated $260K and bringing the position to 4,785 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #291.

Baker Avenue Asset Management first reported a position in BA in Q1 2021 and has held it in 18 quarters since. The position peaked at $7.76M in Q2 2021. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Baker Avenue Asset Management held 4,785 shares of Boeing worth $1.04M as of Q2 2026.
  • Baker Avenue Asset Management bought 1,169 Boeing shares in Q2 2026, an estimated $260K.
  • Boeing made up 0.02% of Baker Avenue Asset Management's portfolio in Q2 2026, its #291 holding.
  • Baker Avenue Asset Management first reported a position in Boeing in Q1 2021 and has held it in 18 quarters since.
  • Baker Avenue Asset Management's Boeing position peaked at $7.76M in Q2 2021.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.