Diversified Enterprises’s Boeing BA Stock Holding History

Diversified Enterprises’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	$919K	Sell	4,942 -2,624	-35%	-$563K	0.04%	182
2026 Q2	$1.64M	Buy	7,566 +243	+3%	+$54.1K	0.08%	106
2026 Q1	$1.46M	Buy	7,323 +5,178	+241%	+$1.18M	0.08%	114
2025 Q4	$466K	Buy	2,145 +1,158	+117%	+$238K	0.03%	223
2025 Q3	$213K	Buy	+987	New	+$223K	0.01%	303

Other funds holding BA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

SFG

Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $692M AUM 56.38% 1-Year Est. Return

Diversified Enterprises's BA Position: Q3 2026 in Review

Diversified Enterprises reduced its Boeing (BA) stake by 35% in Q3 2026, selling an estimated $563K and leaving 4,942 shares worth $919K. The position accounts for 0.04% of the portfolio, ranked #182.

Diversified Enterprises first reported a position in BA in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.64M in Q2 2026. 1,057 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Diversified Enterprises held 4,942 shares of Boeing worth $919K as of Q3 2026.
Diversified Enterprises sold 2,624 Boeing shares in Q3 2026, an estimated $563K.
Boeing made up 0.04% of Diversified Enterprises's portfolio in Q3 2026, its #182 holding.
Diversified Enterprises first reported a position in Boeing in Q3 2025 and has held it in 5 quarters since.
Diversified Enterprises's Boeing position peaked at $1.64M in Q2 2026.
1,057 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.