Diversified Management’s Boeing BA Stock Holding History

Diversified 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	–	Sell	-946	Closed	-$205K	–	238
2026 Q2	$205K	Buy	+946	New	+$210K	0.04%	170
2026 Q1	–	Sell	-946	Closed	-$205K	–	264
2025 Q4	$205K	Buy	+946	New	+$195K	0.05%	175

Other funds holding BA

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

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Diversified Management's BA Position: Q3 2026 in Review

Diversified Management sold out of Boeing (BA) in Q3 2026, closing a stake of 946 shares — an estimated $205K sold.

Diversified Management first reported a position in BA in Q4 2025 and held it in 2 quarters. The position peaked at $205K in Q4 2025. 123 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Diversified Management reported no remaining Boeing position as of Q3 2026 after selling out during the quarter.
Diversified Management sold 946 Boeing shares in Q3 2026, an estimated $205K.
Diversified Management first reported a position in Boeing in Q4 2025 and held it in 2 quarters.
Diversified Management's Boeing position peaked at $205K in Q4 2025.
123 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.