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Concurrent Investment Advisors’s Boeing BA Stock Holding History

Concurrent Investment 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 		$14.1M Sell
65,242
-1,404
-2% -$312K 0.12% 186
2026
Q1 		$13.3M Sell
66,646
-4,320
-6% -$984K 0.14% 156
2025
Q4 		$15.4M Buy
70,966
+36,193
+104% +$7.44M 0.18% 124
2025
Q3 		$7.5M Buy
34,773
+393
+1% +$88.6K 0.13% 170
2025
Q2 		$7.2M Buy
34,380
+7,542
+28% +$1.42M 0.14% 156
2025
Q1 		$4.58M Buy
26,838
+4,172
+18% +$722K 0.11% 202
2024
Q4 		$4.01M Buy
22,666
+2,000
+10% +$314K 0.11% 192
2024
Q3 		$3.14M Sell
20,666
-1,006
-5% -$172K 0.09% 225
2024
Q2 		$3.94M Buy
21,672
+1,490
+7% +$266K 0.13% 165
2024
Q1 		$3.89M Buy
20,182
+2,577
+15% +$530K 0.16% 145
2023
Q4 		$4.59M Buy
+17,605
New +$3.77M 0.22% 105

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

Concurrent Investment Advisors's BA Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Boeing (BA) stake by 2.1% in Q2 2026, selling an estimated $312K and leaving 65,242 shares worth $14.1M. The position accounts for 0.12% of the portfolio, ranked #186.

Concurrent Investment Advisors first reported a position in BA in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.4M in Q4 2025. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Concurrent Investment Advisors held 65,242 shares of Boeing worth $14.1M as of Q2 2026.
  • Concurrent Investment Advisors sold 1,404 Boeing shares in Q2 2026, an estimated $312K.
  • Boeing made up 0.12% of Concurrent Investment Advisors's portfolio in Q2 2026, its #186 holding.
  • Concurrent Investment Advisors first reported a position in Boeing in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Boeing position peaked at $15.4M in Q4 2025.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.