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Bruce G. Allen Investments’s Boeing BA Stock Holding History

Bruce G. Allen Investments’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 		$22.1K Sell
102
-13
-11% -$2.89K 0.01% 396
2026
Q1 		$22.9K Sell
115
-22
-16% -$5.01K 0.02% 382
2025
Q4 		$29.7K Sell
137
-5
-4% -$1.03K 0.02% 344
2025
Q3 		$30.6K Sell
142
-2
-1% -$451 0.02% 337
2025
Q2 		$30.2K Hold
144
– – 0.02% 336
2025
Q1 		$24.6K Hold
144
– – 0.02% 361
2024
Q4 		$25.5K Buy
144
+17
+13% +$2.67K 0.02% 352
2024
Q3 		$19.3K Sell
127
-7
-5% -$1.2K 0.02% 391
2024
Q2 		$24.4K Sell
134
-9
-6% -$1.6K 0.02% 352
2024
Q1 		$27.6K Sell
143
-77
-35% -$15.8K 0.02% 341
2023
Q4 		$57.3K Buy
+220
New +$47.1K 0.05% 211

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

Bruce G. Allen Investments's BA Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Boeing (BA) stake by 11% in Q2 2026, selling an estimated $2.89K and leaving 102 shares worth $22.1K. The position accounts for 0.01% of the portfolio, ranked #396.

Bruce G. Allen Investments first reported a position in BA in Q4 2023 and has held it in 11 quarters since. The position peaked at $57.3K in Q4 2023. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Bruce G. Allen Investments held 102 shares of Boeing worth $22.1K as of Q2 2026.
  • Bruce G. Allen Investments sold 13 Boeing shares in Q2 2026, an estimated $2.89K.
  • Boeing made up 0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #396 holding.
  • Bruce G. Allen Investments first reported a position in Boeing in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Boeing position peaked at $57.3K in Q4 2023.
  • 2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.