Burton Enright Welch’s Boeing BA Stock Holding History

Burton Enright Welch’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	$410K	Buy	1,896 +109	+6%	+$24.3K	0.05%	109
2026 Q1	$356K	Sell	1,787 -64	-3%	-$14.6K	0.05%	108
2025 Q4	$402K	Buy	1,851 +50	+3%	+$10.3K	0.06%	104
2025 Q3	$389K	Buy	1,801 +99	+6%	+$22.3K	0.06%	98
2025 Q2	$357K	Buy	1,702 +14	+0.8%	+$2.64K	0.06%	92
2025 Q1	$288K	Sell	1,688 -5	-0.3%	-$865	0.06%	87
2024 Q4	$300K	Buy	1,693 +8	+0.5%	+$1.25K	0.06%	83
2024 Q3	$256K	Hold	1,685	–	–	0.05%	82
2024 Q2	$307K	Sell	1,685 -3	-0.2%	-$535	0.07%	79
2024 Q1	$326K	Buy	1,688 +1	+0.1%	+$205	0.08%	72
2023 Q4	$440K	Buy	1,687 +9	+0.5%	+$1.93K	0.12%	62
2023 Q3	$322K	Hold	1,678	–	–	0.1%	63
2023 Q2	$354K	Hold	1,678	–	–	0.11%	57
2023 Q1	$356K	Hold	1,678	–	–	0.14%	55
2022 Q4	$320K	Sell	1,678 -75	-4%	-$12.3K	0.13%	52
2022 Q3	$212K	Buy	1,753 +176	+11%	+$27K	0.11%	56
2022 Q2	$216K	Sell	1,577 -1	-0.1%	-$148	0.13%	57
2022 Q1	$302K	Hold	1,578	–	–	0.17%	53
2021 Q4	$318K	Buy	+1,578	New	+$333K	0.21%	50

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Burton Enright Welch's BA Position: Q2 2026 in Review

Burton Enright Welch increased its Boeing (BA) stake by 6.1% in Q2 2026, buying an estimated $24.3K and bringing the position to 1,896 shares worth $410K. The position accounts for 0.05% of the portfolio, ranked #109.

Burton Enright Welch first reported a position in BA in Q4 2021 and has held it in 19 quarters since. The position peaked at $440K in Q4 2023. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Burton Enright Welch held 1,896 shares of Boeing worth $410K as of Q2 2026.
Burton Enright Welch bought 109 Boeing shares in Q2 2026, an estimated $24.3K.
Boeing made up 0.05% of Burton Enright Welch's portfolio in Q2 2026, its #109 holding.
Burton Enright Welch first reported a position in Boeing in Q4 2021 and has held it in 19 quarters since.
Burton Enright Welch's Boeing position peaked at $440K in Q4 2023.
2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.