Baron Silver Stevens Financial Advisors’s Boeing BA Stock Holding History

Baron Silver Stevens Financial 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	$208K	Buy	+959	New	+$213K	0.03%	137
2025 Q4	–	Sell	-1,025	Closed	-$221K	–	133
2025 Q3	$221K	Sell	1,025 -4	-0.4%	-$902	0.03%	135
2025 Q2	$216K	Buy	+1,029	New	+$194K	0.03%	136
2021 Q1	–	Sell	-209	Closed	-$44K	–	83
2020 Q4	$44K	Buy	+209	New	+$40.2K	0.02%	146

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

Baron Silver Stevens Financial Advisors's BA Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors opened a new position in Boeing (BA) in Q2 2026: 959 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #137 among its holdings. This is a return to the name: Baron Silver Stevens Financial Advisors previously reported a position in BA as recently as Q3 2025.

Baron Silver Stevens Financial Advisors first reported a position in BA in Q4 2020 and has held it in 4 quarters since. The position peaked at $221K in Q3 2025. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Baron Silver Stevens Financial Advisors held 959 shares of Boeing worth $208K as of Q2 2026.
Boeing was a new Baron Silver Stevens Financial Advisors position in Q2 2026.
Boeing made up 0.03% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #137 holding.
Baron Silver Stevens Financial Advisors first reported a position in Boeing in Q4 2020 and has held it in 4 quarters since.
Baron Silver Stevens Financial Advisors's Boeing position peaked at $221K in Q3 2025.
2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.