CBIZ Investment Advisory Services’s Boeing BA Stock Holding History

CBIZ Investment Advisory Services’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	$995	Hold	5	–	–	﹤0.01%	390
2026 Q1	$995	Sell	5 -106	-95%	-$24.1K	﹤0.01%	390
2025 Q4	$24.1K	Sell	111 -46	-29%	-$9.46K	﹤0.01%	246
2025 Q3	$33.9K	Sell	157 -53	-25%	-$11.9K	﹤0.01%	176
2025 Q2	$44K	Buy	210 +99	+89%	+$18.7K	﹤0.01%	148
2025 Q1	$18.9K	Buy	111 +95	+594%	+$16.4K	﹤0.01%	241
2024 Q4	$2.83K	Buy	+16	New	+$2.51K	﹤0.01%	357
2024 Q2	–	Sell	-90	Closed	-$17.4K	–	402
2024 Q1	$17.4K	Buy	+90	New	+$18.5K	﹤0.01%	200

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 $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's BA Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Boeing (BA) position steady in Q2 2026 at 5 shares worth $995. The position accounts for ﹤0.01% of the portfolio, ranked #390.

CBIZ Investment Advisory Services first reported a position in BA in Q1 2024 and has held it in 8 quarters since. The position peaked at $44K in Q2 2025. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

CBIZ Investment Advisory Services held 5 shares of Boeing worth $995 as of Q2 2026.
CBIZ Investment Advisory Services left its Boeing share count unchanged in Q2 2026.
Boeing made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #390 holding.
CBIZ Investment Advisory Services first reported a position in Boeing in Q1 2024 and has held it in 8 quarters since.
CBIZ Investment Advisory Services's Boeing position peaked at $44K in Q2 2025.
2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.