BFIM
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Beese Fulmer Investment Management’s Boeing BA Stock Holding History

Beese Fulmer 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 		$1.9M Sell
8,773
-382
-4% -$85K 0.11% 116
2026
Q1 		$1.82M Sell
9,155
-9,096
-50% -$2.07M 0.12% 110
2025
Q4 		$1.98M Buy
18,251
+9,002
+97% +$1.85M 0.13% 106
2025
Q3 		$2M Buy
9,249
+77
+0.8% +$17.4K 0.14% 108
2025
Q2 		$1.92M Buy
9,172
+572
+7% +$108K 0.14% 107
2025
Q1 		$1.47M Sell
8,600
-11
-0.1% -$1.9K 0.13% 105
2024
Q4 		$1.52M Sell
8,611
-19
-0.2% -$2.98K 0.13% 98
2024
Q3 		$1.31M Sell
8,630
-219
-2% -$37.6K 0.11% 108
2024
Q2 		$1.61M Sell
8,849
-37,253
-81% -$6.64M 0.15% 94
2024
Q1 		$8.9M Buy
46,102
+2,007
+5% +$412K 0.84% 46
2023
Q4 		$11.5M Buy
44,095
+2,371
+6% +$507K 1.19% 31
2023
Q3 		$8M Sell
41,724
-260
-0.6% -$56.9K 0.9% 43
2023
Q2 		$8.87M Sell
41,984
-301
-0.7% -$62.5K 0.96% 41
2023
Q1 		$8.98M Buy
42,285
+1,406
+3% +$292K 1.03% 40
2022
Q4 		$7.79M Buy
40,879
+735
+2% +$120K 0.94% 42
2022
Q3 		$4.86M Buy
40,144
+336
+0.8% +$51.5K 0.65% 51
2022
Q2 		$5.44M Sell
39,808
-1,613
-4% -$238K 0.7% 50
2022
Q1 		$7.93M Buy
41,421
+171
+0.4% +$34.3K 0.86% 41
2021
Q4 		$8.3M Buy
41,250
+178
+0.4% +$37.6K 0.86% 40
2021
Q3 		$9.03M Buy
41,072
+497
+1% +$111K 1.02% 32
2021
Q2 		$9.72M Buy
40,575
+1,100
+3% +$266K 1.1% 27
2021
Q1 		$10.1M Buy
39,475
+2,461
+7% +$547K 1.21% 24
2020
Q4 		$7.92M Buy
37,014
+1,039
+3% +$200K 1.01% 33
2020
Q3 		$5.95M Sell
35,975
-1,052
-3% -$179K 0.84% 42
2020
Q2 		$6.79M Sell
37,027
-834
-2% -$128K 1% 35
2020
Q1 		$5.65M Buy
37,861
+638
+2% +$175K 1% 37
2019
Q4 		$12.1M Buy
37,223
+12
+0% +$4.25K 1.7% 11
2019
Q3 		$14.2M Buy
37,211
+959
+3% +$343K 2.13% 7
2019
Q2 		$13.2M Sell
36,252
-75
-0.2% -$27.3K 2.5% 6
2019
Q1 		$13.9M Sell
36,327
-436
-1% -$168K 2.73% 3
2018
Q4 		$11.9M Buy
36,763
+310
+0.9% +$107K 2.67% 5
2018
Q3 		$13.6M Buy
36,453
+503
+1% +$177K 2.66% 4
2018
Q2 		$12.1M Buy
35,950
+290
+0.8% +$99.8K 2.53% 4
2018
Q1 		$11.7M Sell
35,660
-461
-1% -$156K 2.56% 3
2017
Q4 		$10.7M Sell
36,121
-222
-0.6% -$60.1K 2.28% 7
2017
Q3 		$9.24M Buy
36,343
+882
+2% +$206K 2.11% 8
2017
Q2 		$7.01M Sell
35,461
-1,002
-3% -$187K 1.67% 16
2017
Q1 		$6.45M Sell
36,463
-305
-0.8% -$51.9K 1.57% 17
2016
Q4 		$5.72M Buy
36,768
+416
+1% +$60.8K 1.48% 20
2016
Q3 		$4.79M Buy
36,352
+450
+1% +$59.3K 1.29% 29
2016
Q2 		$4.66M Buy
35,902
+240
+0.7% +$31.3K 1.32% 27
2016
Q1 		$4.56M Buy
35,662
+656
+2% +$81.4K 1.33% 25
2015
Q4 		$5.06M Buy
35,006
+315
+0.9% +$45.4K 1.56% 19
2015
Q3 		$4.54M Buy
34,691
+1,442
+4% +$200K 1.49% 21
2015
Q2 		$4.61M Sell
33,249
-1,327
-4% -$194K 1.48% 19
2015
Q1 		$5.19M Sell
34,576
-687
-2% -$100K 1.73% 18
2014
Q4 		$4.58M Buy
35,263
+432
+1% +$54.8K 1.44% 20
2014
Q3 		$4.44M Buy
34,831
+1,087
+3% +$137K 1.44% 19
2014
Q2 		$4.29M Sell
33,744
-76
-0.2% -$9.92K 1.39% 19
2014
Q1 		$4.24M Buy
33,820
+2,085
+7% +$272K 1.48% 18
2013
Q4 		$4.33M Sell
31,735
-83
-0.3% -$10.8K 1.54% 18
2013
Q3 		$3.74M Sell
31,818
-341
-1% -$36.7K 1.47% 18
2013
Q2 		$3.29M Buy
+32,159
New +$3.06M 1.41% 21

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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
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

Beese Fulmer Investment Management's BA Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Boeing (BA) stake by 4.2% in Q2 2026, selling an estimated $85K and leaving 8,773 shares worth $1.9M. The position accounts for 0.11% of the portfolio, ranked #116.

Beese Fulmer Investment Management first reported a position in BA in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.2M in Q3 2019. 1,099 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Beese Fulmer Investment Management held 8,773 shares of Boeing worth $1.9M as of Q2 2026.
  • Beese Fulmer Investment Management sold 382 Boeing shares in Q2 2026, an estimated $85K.
  • Boeing made up 0.11% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #116 holding.
  • Beese Fulmer Investment Management first reported a position in Boeing in Q2 2013 and has held it in 53 quarters since.
  • Beese Fulmer Investment Management's Boeing position peaked at $14.2M in Q3 2019.
  • 1,099 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.