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Edgemoor Investment Advisors’s Boeing BA Stock Holding History

Edgemoor Investment Advisors’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 		$2.45M Buy
+11,322
New +$2.52M 0.17% 76
2020
Q1 		– Sell
-43,053
Closed -$14M – 116
2019
Q4 		$14M Sell
43,053
-1,332
-3% -$472K 1.6% 18
2019
Q3 		$16.9M Sell
44,385
-2,083
-4% -$745K 2.09% 10
2019
Q2 		$16.9M Sell
46,468
-5,738
-11% -$2.09M 2.14% 9
2019
Q1 		$19.9M Sell
52,206
-2,162
-4% -$832K 2.62% 6
2018
Q4 		$17.5M Sell
54,368
-1,519
-3% -$525K 2.62% 6
2018
Q3 		$20.8M Sell
55,887
-585
-1% -$206K 2.58% 6
2018
Q2 		$18.9M Sell
56,472
-445
-0.8% -$153K 2.53% 7
2018
Q1 		$18.7M Sell
56,917
-965
-2% -$326K 2.48% 9
2017
Q4 		$19.4M Sell
57,882
-1,526
-3% -$413K 2.45% 10
2017
Q3 		$15.1M Sell
59,408
-714
-1% -$166K 2.04% 12
2017
Q2 		$11.9M Sell
60,122
-468
-0.8% -$87.1K 1.62% 20
2017
Q1 		$10.7M Sell
60,590
-377
-0.6% -$64.2K 1.52% 24
2016
Q4 		$9.49M Buy
60,967
+920
+2% +$134K 1.44% 27
2016
Q3 		$7.91M Buy
60,047
+4,279
+8% +$564K 1.22% 33
2016
Q2 		$7.24M Buy
55,768
+10,293
+23% +$1.34M 1.14% 34
2016
Q1 		$5.77M Buy
45,475
+22,434
+97% +$2.78M 0.9% 44
2015
Q4 		$3.33M Buy
23,041
+8,561
+59% +$1.23M 0.5% 64
2015
Q3 		$1.9M Buy
+14,480
New +$2.01M 0.29% 71

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

Edgemoor Investment Advisors's BA Position: Q2 2026 in Review

Edgemoor Investment Advisors opened a new position in Boeing (BA) in Q2 2026: 11,322 shares worth $2.45M. The stake represents 0.17% of the portfolio and ranks #76 among its holdings. This is a return to the name: Edgemoor Investment Advisors previously reported a position in BA as recently as Q4 2019.

Edgemoor Investment Advisors first reported a position in BA in Q3 2015 and has held it in 19 quarters since. The position peaked at $20.8M in Q3 2018. 2,630 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Edgemoor Investment Advisors held 11,322 shares of Boeing worth $2.45M as of Q2 2026.
  • Boeing was a new Edgemoor Investment Advisors position in Q2 2026.
  • Boeing made up 0.17% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #76 holding.
  • Edgemoor Investment Advisors first reported a position in Boeing in Q3 2015 and has held it in 19 quarters since.
  • Edgemoor Investment Advisors's Boeing position peaked at $20.8M in Q3 2018.
  • 2,630 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.