CMH Wealth Management
BA icon

CMH Wealth Management’s Boeing BA Stock Holding History

CMH Wealth 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 		$13.8M Buy
74,324
+2,766
+4% +$593K 2.08% 15
2026
Q2 		$15.5M Buy
71,558
+2,908
+4% +$647K 2.36% 12
2026
Q1 		$13.7M Buy
68,650
+3,825
+6% +$871K 2.35% 9
2025
Q4 		$14.1M Buy
64,825
+8,893
+16% +$1.83M 3.01% 9
2025
Q3 		$12.1M Buy
55,932
+442
+0.8% +$100K 2.57% 9
2025
Q2 		$11.6M Sell
55,490
-195
-0.4% -$36.8K 2.71% 8
2025
Q1 		$9.5M Sell
55,685
-482
-0.9% -$83.4K 2.38% 13
2024
Q4 		$9.9M Buy
56,167
+23,372
+71% +$3.67M 2.28% 13
2024
Q3 		$4.99M Sell
32,795
-18,733
-36% -$3.21M 1.17% 39
2024
Q2 		$9.38M Buy
51,528
+5,688
+12% +$1.01M 2.31% 14
2024
Q1 		$8.85M Sell
45,840
-20,280
-31% -$4.17M 2.25% 16
2023
Q4 		$17.2M Buy
66,120
+874
+1% +$187K 4.18% 5
2023
Q3 		$12.5M Buy
65,246
+3,465
+6% +$758K 3.5% 6
2023
Q2 		$13M Buy
61,781
+1,767
+3% +$367K 3.51% 6
2023
Q1 		$12.7M Buy
60,014
+1,885
+3% +$392K 3.68% 6
2022
Q4 		$11.1M Buy
58,129
+686
+1% +$112K 3.55% 6
2022
Q3 		$6.96M Buy
57,443
+26,993
+89% +$4.14M 2.55% 11
2022
Q2 		$4.16M Sell
30,450
-23,146
-43% -$3.41M 1.51% 24
2022
Q1 		$10.3M Buy
53,596
+14,404
+37% +$2.89M 3.16% 8
2021
Q4 		$7.89M Buy
39,192
+1,395
+4% +$295K 2.38% 12
2021
Q3 		$8.31M Buy
37,797
+5,057
+15% +$1.13M 2.73% 11
2021
Q2 		$7.84M Buy
32,740
+2,941
+10% +$711K 2.62% 13
2021
Q1 		$7.59M Sell
29,799
-839
-3% -$186K 2.86% 10
2020
Q4 		$6.56M Sell
30,638
-787
-3% -$151K 2.4% 14
2020
Q3 		$5.19M Buy
31,425
+1,872
+6% +$319K 2.22% 14
2020
Q2 		$5.42M Buy
29,553
+1,452
+5% +$223K 2.59% 10
2020
Q1 		$4.19M Buy
+28,101
New +$7.69M 2.45% 10

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

CMH Wealth Management's BA Position: Q3 2026 in Review

CMH Wealth Management increased its Boeing (BA) stake by 3.9% in Q3 2026, buying an estimated $593K and bringing the position to 74,324 shares worth $13.8M. The position accounts for 2.08% of the portfolio, ranked #15.

CMH Wealth Management first reported a position in BA in Q1 2020 and has held it in 27 quarters since. The position peaked at $17.2M in Q4 2023. 686 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • CMH Wealth Management held 74,324 shares of Boeing worth $13.8M as of Q3 2026.
  • CMH Wealth Management bought 2,766 Boeing shares in Q3 2026, an estimated $593K.
  • Boeing made up 2.08% of CMH Wealth Management's portfolio in Q3 2026, its #15 holding.
  • CMH Wealth Management first reported a position in Boeing in Q1 2020 and has held it in 27 quarters since.
  • CMH Wealth Management's Boeing position peaked at $17.2M in Q4 2023.
  • 686 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on CMH Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.