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Contravisory Investment Management’s Boeing BA Stock Holding History

Contravisory Investment 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
Q1 		– Sell
-61
Closed -$13.2K – 375
2025
Q4 		$13.2K Buy
+61
New +$12.5K ﹤0.01% 324
2024
Q2 		– Sell
-250
Closed -$48.2K – 352
2024
Q1 		$48.2K Hold
250
– – 0.01% 233
2023
Q4 		$65.2K Sell
250
-1,830
-88% -$391K 0.02% 222
2023
Q3 		$399K Buy
2,080
+1,830
+732% +$400K 0.11% 126
2023
Q2 		$52.8K Sell
250
-455
-65% -$94.5K 0.01% 223
2023
Q1 		$150K Hold
705
– – 0.04% 205
2022
Q4 		$134K Hold
705
– – 0.04% 211
2022
Q3 		$85K Hold
705
– – 0.03% 217
2022
Q2 		$96K Sell
705
-25,508
-97% -$3.76M 0.03% 216
2022
Q1 		$5.02M Buy
26,213
+493
+2% +$99K 1.42% 35
2021
Q4 		$5.18M Sell
25,720
-650
-2% -$137K 1.4% 37
2021
Q3 		$5.8M Sell
26,370
-726
-3% -$162K 1.76% 24
2021
Q2 		$6.49M Sell
27,096
-3
-0% -$725 1.91% 19
2021
Q1 		$6.9M Buy
+27,099
New +$6.02M 2.16% 14
2019
Q3 		– Sell
-183
Closed -$67K – 278
2019
Q2 		$67K Buy
183
+35
+24% +$12.8K 0.03% 200
2019
Q1 		$56K Buy
148
+8
+6% +$3.08K 0.02% 202
2018
Q4 		$45K Buy
140
+86
+159% +$29.7K 0.02% 210
2018
Q3 		$20K Hold
54
– – 0.01% 207
2018
Q2 		$18K Hold
54
– – 0.01% 239
2018
Q1 		$18K Hold
54
– – 0.01% 235
2017
Q4 		$16K Hold
54
– – 0.01% 239
2017
Q3 		$14K Buy
+54
New +$12.6K 0.01% 257
2016
Q1 		– Sell
-14
Closed -$2K – 200
2015
Q4 		$2K Buy
+14
New +$2.02K ﹤0.01% 148

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Contravisory Investment Management's BA Position: Q1 2026 in Review

Contravisory Investment Management sold out of Boeing (BA) in Q1 2026, closing a stake of 61 shares — an estimated $13.2K sold.

Contravisory Investment Management first reported a position in BA in Q4 2015 and held it in 23 quarters. The position peaked at $6.9M in Q1 2021. 2,522 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Contravisory Investment Management reported no remaining Boeing position as of Q1 2026 after selling out during the quarter.
  • Contravisory Investment Management sold 61 Boeing shares in Q1 2026, an estimated $13.2K.
  • Contravisory Investment Management first reported a position in Boeing in Q4 2015 and held it in 23 quarters.
  • Contravisory Investment Management's Boeing position peaked at $6.9M in Q1 2021.
  • 2,522 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Contravisory Investment Management's 13F filing for Q1 2026, filed 20 Apr 2026.