Byrne Asset Management’s Boeing BA Stock Holding History

Byrne Asset Management’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	$749K	Sell	3,896 -12	-0.3%	-$2.57K	0.42%	62
2026 Q2	$846K	Sell	3,908 -416	-10%	-$92.6K	0.46%	61
2026 Q1	$861K	Sell	4,324 -55	-1%	-$12.5K	0.5%	57
2025 Q4	$951K	Buy	+4,379	New	+$901K	0.52%	58
2025 Q3	–	Hold	0	–	–	–	59
2025 Q2	–	Sell	-3,745	Closed	-$707K	–	58
2025 Q1	$639K	Buy	+3,745	New	+$648K	0.47%	62
2024 Q4	–	Sell	-4,004	Closed	-$628K	–	60
2024 Q3	$609K	Buy	+4,004	New	+$687K	0.41%	67
2024 Q2	–	Hold	0	–	–	–	59
2024 Q1	–	Sell	-3,847	Closed	-$790K	–	60
2023 Q4	$1.01M	Buy	+3,847	New	+$823K	0.77%	43
2023 Q3	–	Hold	0	–	–	–	55
2023 Q2	–	Sell	-3,790	Closed	-$787K	–	62
2023 Q1	$805K	Sell	3,790 -287	-7%	-$59.6K	0.57%	63
2022 Q4	$777K	Sell	4,077 -521	-11%	-$85.2K	0.56%	64
2022 Q3	$557K	Sell	4,598 -165	-3%	-$25.3K	0.43%	80
2022 Q2	$651K	Buy	4,763 +632	+15%	+$93.2K	0.48%	64
2022 Q1	$791K	Buy	4,131 +643	+18%	+$129K	0.49%	65
2021 Q4	$702K	Buy	+3,488	New	+$737K	0.45%	65

Other funds holding BA

DLA

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

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

MSA

McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Byrne Asset Management's BA Position: Q3 2026 in Review

Byrne Asset Management reduced its Boeing (BA) stake by 0.31% in Q3 2026, selling an estimated $2.57K and leaving 3,896 shares worth $749K. The position accounts for 0.42% of the portfolio, ranked #62.

Byrne Asset Management first reported a position in BA in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.01M in Q4 2023. 123 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Byrne Asset Management held 3,896 shares of Boeing worth $749K as of Q3 2026.
Byrne Asset Management sold 12 Boeing shares in Q3 2026, an estimated $2.57K.
Boeing made up 0.42% of Byrne Asset Management's portfolio in Q3 2026, its #62 holding.
Byrne Asset Management first reported a position in Boeing in Q4 2021 and has held it in 13 quarters since.
Byrne Asset Management's Boeing position peaked at $1.01M in Q4 2023.
123 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.