Birchbrook’s Boeing BA Stock Holding History

Birchbrook’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 Q3	$37.7K	Hold	203	–	–	0.02%	137
2026 Q2	$43.9K	Hold	203	–	–	0.02%	139
2026 Q1	$40.3K	Hold	203	–	–	0.02%	133
2025 Q4	$44K	Hold	203	–	–	0.02%	129
2025 Q3	$43.7K	Hold	203	–	–	0.02%	130
2025 Q2	$42.5K	Hold	203	–	–	0.02%	127
2025 Q1	$34.6K	Hold	203	–	–	0.02%	130
2024 Q4	$35.9K	Hold	203	–	–	0.02%	134
2024 Q3	$30.8K	Hold	203	–	–	0.02%	133
2024 Q2	$36.9K	Buy	203 +3	+2%	+$535	0.02%	133
2024 Q1	$38.6K	Hold	200	–	–	0.02%	134
2023 Q4	$52.1K	Buy	+200	New	+$42.8K	0.03%	115

Other funds holding BA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

SFG

Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $692M AUM 56.38% 1-Year Est. Return

Birchbrook's BA Position: Q3 2026 in Review

Birchbrook held its Boeing (BA) position steady in Q3 2026 at 203 shares worth $37.7K. The position accounts for 0.02% of the portfolio, ranked #137.

Birchbrook first reported a position in BA in Q4 2023 and has held it in 12 quarters since. The position peaked at $52.1K in Q4 2023. 1,057 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Birchbrook held 203 shares of Boeing worth $37.7K as of Q3 2026.
Birchbrook left its Boeing share count unchanged in Q3 2026.
Boeing made up 0.02% of Birchbrook's portfolio in Q3 2026, its #137 holding.
Birchbrook first reported a position in Boeing in Q4 2023 and has held it in 12 quarters since.
Birchbrook's Boeing position peaked at $52.1K in Q4 2023.
1,057 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.