DA
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Dougherty & Associates’s Boeing BA Stock Holding History

Dougherty & Associates’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 		$476K Hold
2,199
– – 0.38% 42
2026
Q1 		$438K Hold
2,199
– – 0.4% 41
2025
Q4 		$477K Buy
+2,199
New +$452K 0.43% 38

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

Dougherty & Associates's BA Position: Q2 2026 in Review

Dougherty & Associates held its Boeing (BA) position steady in Q2 2026 at 2,199 shares worth $476K. The position accounts for 0.38% of the portfolio, ranked #42.

Dougherty & Associates first reported a position in BA in Q4 2025 and has held it in 3 quarters since. The position peaked at $477K in Q4 2025. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Dougherty & Associates held 2,199 shares of Boeing worth $476K as of Q2 2026.
  • Dougherty & Associates left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.38% of Dougherty & Associates's portfolio in Q2 2026, its #42 holding.
  • Dougherty & Associates first reported a position in Boeing in Q4 2025 and has held it in 3 quarters since.
  • Dougherty & Associates's Boeing position peaked at $477K in Q4 2025.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Dougherty & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.