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Claris Advisors’s Boeing BA Stock Holding History

Claris Advisors’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 		$687K Hold
3,174
– – 0.18% 36
2026
Q1 		$632K Hold
3,174
– – 0.19% 36
2025
Q4 		$689K Hold
3,174
– – 0.21% 35
2025
Q3 		$665K Hold
3,174
– – 0.23% 35
2025
Q2 		$665K Sell
3,174
-62
-2% -$11.7K 0.23% 35
2025
Q1 		$552K Buy
3,236
+1,174
+57% +$203K 0.21% 42
2024
Q4 		$365K Sell
2,062
-237
-10% -$37.2K 0.14% 46
2024
Q3 		$350K Buy
2,299
+289
+14% +$49.6K 0.15% 39
2024
Q2 		$366K Buy
2,010
+10
+0.5% +$1.78K 0.19% 37
2024
Q1 		$386K Sell
2,000
-25
-1% -$5.14K 0.19% 35
2023
Q4 		$528K Sell
2,025
-66
-3% -$14.1K 0.29% 27
2023
Q3 		$401K Buy
2,091
+66
+3% +$14.4K 0.26% 27
2023
Q2 		$428K Buy
2,025
+25
+1% +$5.19K 0.3% 25
2023
Q1 		$425K Sell
2,000
-62
-3% -$12.9K 0.32% 22
2022
Q4 		$393K Sell
2,062
-500
-20% -$81.8K 0.37% 27
2022
Q3 		$310K Hold
2,562
– – 0.36% 26
2022
Q2 		$350K Hold
2,562
– – 0.38% 23
2022
Q1 		$491K Hold
2,562
– – 0.52% 18
2021
Q4 		$516K Buy
+2,562
New +$541K 0.55% 14

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 $3.37T AUM 44.26% 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

Claris Advisors's BA Position: Q2 2026 in Review

Claris Advisors held its Boeing (BA) position steady in Q2 2026 at 3,174 shares worth $687K. The position accounts for 0.18% of the portfolio, ranked #36.

Claris Advisors first reported a position in BA in Q4 2021 and has held it in 19 quarters since. The position peaked at $689K in Q4 2025. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Claris Advisors held 3,174 shares of Boeing worth $687K as of Q2 2026.
  • Claris Advisors left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.18% of Claris Advisors's portfolio in Q2 2026, its #36 holding.
  • Claris Advisors first reported a position in Boeing in Q4 2021 and has held it in 19 quarters since.
  • Claris Advisors's Boeing position peaked at $689K in Q4 2025.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Claris Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.