Ballast Advisors’s Boeing BA Stock Holding History

Ballast Advisors’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	–	Sell	-402	Closed	-$80K	–	213
2026 Q1	$80K	Buy	+402	New	+$91.5K	0.02%	175

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

Ballast Advisors's BA Position: Q2 2026 in Review

Ballast Advisors sold out of Boeing (BA) in Q2 2026, closing a stake of 402 shares — an estimated $80K sold.

Ballast Advisors first reported a position in BA in Q1 2026 and held it in 1 quarter. The position peaked at $80K in Q1 2026. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Ballast Advisors reported no remaining Boeing position as of Q2 2026 after selling out during the quarter.
Ballast Advisors sold 402 Boeing shares in Q2 2026, an estimated $80K.
Ballast Advisors first reported a position in Boeing in Q1 2026 and held it in 1 quarter.
Ballast Advisors's Boeing position peaked at $80K in Q1 2026.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.