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Bell Investment Advisors’s Boeing BA Stock Holding History

Bell Investment 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 		$29K Buy
134
+20
+18% +$4.45K ﹤0.01% 384
2026
Q1 		$22.7K Hold
114
– – ﹤0.01% 424
2025
Q4 		$24.8K Sell
114
-43
-27% -$8.84K ﹤0.01% 390
2025
Q3 		$33.9K Buy
157
+4
+3% +$902 0.01% 302
2025
Q2 		$32.1K Sell
153
-4
-3% -$756 0.01% 312
2025
Q1 		$26.8K Sell
157
-36
-19% -$6.23K ﹤0.01% 321
2024
Q4 		$34.2K Sell
193
-3
-2% -$471 0.01% 276
2024
Q3 		$29.8K Buy
196
+8
+4% +$1.37K 0.01% 310
2024
Q2 		$34.2K Sell
188
-20
-10% -$3.56K 0.01% 275
2024
Q1 		$40.1K Sell
208
-2
-1% -$411 0.01% 242
2023
Q4 		$54.7K Buy
210
+31
+17% +$6.63K 0.01% 183
2023
Q3 		$34.3K Sell
179
-18
-9% -$3.94K 0.01% 219
2023
Q2 		$41.6K Hold
197
– – 0.01% 191
2023
Q1 		$41.8K Buy
197
+6
+3% +$1.25K 0.01% 187
2022
Q4 		$36.4K Buy
191
+14
+8% +$2.29K 0.01% 208
2022
Q3 		$21K Sell
177
-45
-20% -$6.9K 0.01% 250
2022
Q2 		$30K Buy
+222
New +$32.7K 0.01% 193
2021
Q4 		$25K Buy
122
+39
+47% +$8.24K 0.01% 262
2021
Q3 		$18K Buy
+83
New +$18.5K 0.01% 303

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's BA Position: Q2 2026 in Review

Bell Investment Advisors increased its Boeing (BA) stake by 18% in Q2 2026, buying an estimated $4.45K and bringing the position to 134 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Bell Investment Advisors first reported a position in BA in Q3 2021 and has held it in 19 quarters since. The position peaked at $54.7K in Q4 2023. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Bell Investment Advisors held 134 shares of Boeing worth $29K as of Q2 2026.
  • Bell Investment Advisors bought 20 Boeing shares in Q2 2026, an estimated $4.45K.
  • Boeing made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #384 holding.
  • Bell Investment Advisors first reported a position in Boeing in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Boeing position peaked at $54.7K in Q4 2023.
  • 2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.