Carson Advisory’s Boeing BA Stock Holding History

Carson Advisory’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	$1.09M	Buy	5,055 +22	+0.4%	+$4.89K	0.5%	46
2026 Q1	$1M	Buy	5,033 +25	+0.5%	+$5.69K	0.52%	46
2025 Q4	$1.09M	Buy	5,008 +25	+0.5%	+$5.14K	0.57%	40
2025 Q3	$1.08M	Hold	4,983	–	–	0.58%	40
2025 Q2	$1.04M	Buy	4,983 +50	+1%	+$9.44K	0.66%	39
2025 Q1	$841K	Buy	4,933 +75	+2%	+$13K	0.57%	49
2024 Q4	$860K	Buy	4,858 +140	+3%	+$22K	0.6%	50
2024 Q3	$717K	Sell	4,718 -58	-1%	-$9.95K	0.45%	66
2024 Q2	$869K	Sell	4,776 -172	-3%	-$30.7K	0.61%	41
2024 Q1	$955K	Buy	4,948 +1,203	+32%	+$247K	0.67%	41
2023 Q4	$976K	Sell	3,745 -50	-1%	-$10.7K	0.76%	34
2023 Q3	$727K	Sell	3,795 -65	-2%	-$14.2K	0.64%	47
2023 Q2	$815K	Hold	3,860	–	–	0.69%	41
2023 Q1	$820K	Buy	3,860 +940	+32%	+$195K	0.73%	40
2022 Q4	$556K	Sell	2,920 -50	-2%	-$8.18K	0.53%	54
2022 Q3	$360K	Hold	2,970	–	–	0.4%	68
2022 Q2	$406K	Buy	2,970 +100	+3%	+$14.8K	0.45%	66
2022 Q1	$550K	Hold	2,870	–	–	0.55%	53
2021 Q4	$578K	Buy	+2,870	New	+$606K	0.59%	48

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

Carson Advisory's BA Position: Q2 2026 in Review

Carson Advisory increased its Boeing (BA) stake by 0.44% in Q2 2026, buying an estimated $4.89K and bringing the position to 5,055 shares worth $1.09M. The position accounts for 0.5% of the portfolio, ranked #46.

Carson Advisory first reported a position in BA in Q4 2021 and has held it in 19 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Carson Advisory held 5,055 shares of Boeing worth $1.09M as of Q2 2026.
Carson Advisory bought 22 Boeing shares in Q2 2026, an estimated $4.89K.
Boeing made up 0.5% of Carson Advisory's portfolio in Q2 2026, its #46 holding.
Carson Advisory first reported a position in Boeing in Q4 2021 and has held it in 19 quarters since.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.