BIP
BA icon

Bouvel Investment Partners’s Boeing BA Stock Holding History

Bouvel Investment Partners’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 		$5.81M Sell
26,842
-319
-1% -$71K 1.31% 30
2026
Q1 		$5.41M Buy
27,161
+269
+1% +$61.3K 1.57% 28
2025
Q4 		$5.84M Buy
+26,892
New +$5.53M 1.68% 22
2025
Q2 		– Sell
-21,862
Closed -$3.32M – 78
2025
Q1 		$3.32M Buy
21,862
+246
+1% +$42.6K 1.25% 34
2024
Q4 		$3.83M Sell
21,616
-246
-1% -$38.6K 1.38% 26
2024
Q3 		$3.32M Buy
21,862
+7,408
+51% +$1.27M 1.25% 34
2024
Q2 		$2.63M Sell
14,454
-40
-0.3% -$7.13K 1.02% 42
2024
Q1 		$2.8M Sell
14,494
-124
-0.8% -$25.5K 1.21% 35
2023
Q4 		$3.81M Buy
14,618
+396
+3% +$84.7K 1.78% 16
2023
Q3 		$2.73M Buy
14,222
+164
+1% +$35.9K 1.47% 23
2023
Q2 		$2.97M Buy
14,058
+382
+3% +$79.3K 1.63% 20
2023
Q1 		$2.91M Sell
13,676
-33
-0.2% -$6.86K 1.7% 20
2022
Q4 		$2.61M Sell
13,709
-55
-0.4% -$9K 1.69% 23
2022
Q3 		$1.67M Buy
13,764
+334
+2% +$51.2K 1.11% 35
2022
Q2 		$1.84M Buy
13,430
+16
+0.1% +$2.36K 1.38% 31
2022
Q1 		$2.57M Buy
13,414
+484
+4% +$97.1K 1.57% 21
2021
Q4 		$2.6M Sell
12,930
-53
-0.4% -$11.2K 1.46% 27
2021
Q3 		$2.86M Buy
12,983
+333
+3% +$74.3K 1.61% 26
2021
Q2 		$3.03M Buy
12,650
+317
+3% +$76.6K 1.71% 24
2021
Q1 		$3.14M Buy
12,333
+599
+5% +$133K 2.02% 16
2020
Q4 		$2.51M Buy
+11,734
New +$2.26M 1.78% 20

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Bouvel Investment Partners's BA Position: Q2 2026 in Review

Bouvel Investment Partners reduced its Boeing (BA) stake by 1.2% in Q2 2026, selling an estimated $71K and leaving 26,842 shares worth $5.81M. The position accounts for 1.31% of the portfolio, ranked #30.

Bouvel Investment Partners first reported a position in BA in Q4 2020 and has held it in 21 quarters since. The position peaked at $5.84M in Q4 2025. 667 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Bouvel Investment Partners held 26,842 shares of Boeing worth $5.81M as of Q2 2026.
  • Bouvel Investment Partners sold 319 Boeing shares in Q2 2026, an estimated $71K.
  • Boeing made up 1.31% of Bouvel Investment Partners's portfolio in Q2 2026, its #30 holding.
  • Bouvel Investment Partners first reported a position in Boeing in Q4 2020 and has held it in 21 quarters since.
  • Bouvel Investment Partners's Boeing position peaked at $5.84M in Q4 2025.
  • 667 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Bouvel Investment Partners's 13F filing for Q2 2026, filed 17 Jul 2026.