Costello Asset Management’s Boeing BA Stock Holding History

Costello Asset 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 Q2	$107K	Buy	496 +80	+19%	+$17.8K	0.03%	163
2026 Q1	$82.8K	Sell	416 -100	-19%	-$22.8K	0.03%	181
2025 Q4	$112K	Hold	516	–	–	0.04%	142
2025 Q3	$111K	Buy	516 +100	+24%	+$22.5K	0.04%	144
2025 Q2	$87.2K	Hold	416	–	–	0.03%	166
2025 Q1	$70.9K	Hold	416	–	–	0.03%	192
2024 Q4	$73.6K	Hold	416	–	–	0.05%	88
2024 Q3	$63.2K	Hold	416	–	–	0.04%	95
2024 Q2	$75.7K	Hold	416	–	–	0.06%	79
2024 Q1	$80.3K	Sell	416 -2,115	-84%	-$435K	0.06%	83
2023 Q4	$660K	Buy	2,531 +1,730	+216%	+$370K	0.55%	37
2023 Q3	$154K	Buy	801 +65	+9%	+$14.2K	0.14%	56
2023 Q2	$155K	Buy	736 +50	+7%	+$10.4K	0.13%	56
2023 Q1	$146K	Buy	686 +195	+40%	+$40.5K	0.15%	60
2022 Q4	$93.5K	Hold	491	–	–	0.08%	68
2022 Q3	$59K	Hold	491	–	–	0.06%	84
2022 Q2	$67K	Hold	491	–	–	0.06%	84
2022 Q1	$94K	Sell	491 -50	-9%	-$10K	0.06%	85
2021 Q4	$109K	Hold	541	–	–	0.07%	79
2021 Q3	$119K	Buy	541 +300	+124%	+$66.9K	0.08%	75
2021 Q2	$58K	Sell	241 -300	-55%	-$72.5K	0.04%	101
2021 Q1	$138K	Buy	541 +125	+30%	+$27.8K	0.1%	72
2020 Q4	$89K	Hold	416	–	–	0.07%	80
2020 Q3	$68K	Hold	416	–	–	0.06%	79
2020 Q2	$76K	Buy	+416	New	+$63.9K	0.07%	71

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 $3.37T AUM 44.26% 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

Costello Asset Management's BA Position: Q2 2026 in Review

Costello Asset Management increased its Boeing (BA) stake by 19% in Q2 2026, buying an estimated $17.8K and bringing the position to 496 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #163.

Costello Asset Management first reported a position in BA in Q2 2020 and has held it in 25 quarters since. The position peaked at $660K in Q4 2023. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Costello Asset Management held 496 shares of Boeing worth $107K as of Q2 2026.
Costello Asset Management bought 80 Boeing shares in Q2 2026, an estimated $17.8K.
Boeing made up 0.03% of Costello Asset Management's portfolio in Q2 2026, its #163 holding.
Costello Asset Management first reported a position in Boeing in Q2 2020 and has held it in 25 quarters since.
Costello Asset Management's Boeing position peaked at $660K in Q4 2023.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.