BC
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Barrett & Company’s Boeing BA Stock Holding History

Barrett & Company’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 		$121K Buy
560
+100
+22% +$22.2K 0.03% 214
2026
Q1 		$91.6K Buy
460
+150
+48% +$34.2K 0.03% 223
2025
Q4 		$67.4K Sell
310
-340
-52% -$69.9K 0.02% 257
2025
Q3 		$140K Hold
650
– – 0.05% 183
2025
Q2 		$136K Hold
650
– – 0.05% 178
2025
Q1 		$111K Buy
650
+10
+2% +$1.73K 0.05% 181
2024
Q4 		$113K Hold
640
– – 0.05% 177
2024
Q3 		$97.4K Hold
640
– – 0.04% 201
2024
Q2 		$117K Sell
640
-66
-9% -$11.8K 0.05% 178
2024
Q1 		$136K Sell
706
-2,525
-78% -$519K 0.06% 164
2023
Q4 		$842K Sell
3,231
-805
-20% -$172K 0.46% 45
2023
Q3 		$774K Sell
4,036
-56
-1% -$12.3K 0.46% 44
2023
Q2 		$864K Hold
4,092
– – 0.5% 41
2023
Q1 		$869K Sell
4,092
-800
-16% -$166K 0.55% 38
2022
Q4 		$932K Hold
4,892
– – 0.62% 38
2022
Q3 		$932K Buy
+4,892
New +$750K 0.62% 38

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

Barrett & Company's BA Position: Q2 2026 in Review

Barrett & Company increased its Boeing (BA) stake by 22% in Q2 2026, buying an estimated $22.2K and bringing the position to 560 shares worth $121K. The position accounts for 0.03% of the portfolio, ranked #214.

Barrett & Company first reported a position in BA in Q3 2022 and has held it in 16 quarters since. The position peaked at $932K in Q4 2022. 2,630 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Barrett & Company held 560 shares of Boeing worth $121K as of Q2 2026.
  • Barrett & Company bought 100 Boeing shares in Q2 2026, an estimated $22.2K.
  • Boeing made up 0.03% of Barrett & Company's portfolio in Q2 2026, its #214 holding.
  • Barrett & Company first reported a position in Boeing in Q3 2022 and has held it in 16 quarters since.
  • Barrett & Company's Boeing position peaked at $932K in Q4 2022.
  • 2,630 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.