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Ervin Investment Management’s Boeing BA Stock Holding History

Ervin Investment 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 		$434K Hold
2,005
– – 0.24% 34
2026
Q1 		$399K Buy
2,005
+275
+16% +$62.6K 0.23% 35
2025
Q4 		$376K Hold
1,730
– – 0.21% 34
2025
Q3 		$373K Buy
1,730
+300
+21% +$67.6K 0.21% 33
2025
Q2 		$300K Hold
1,430
– – 0.19% 35
2025
Q1 		$244K Hold
1,430
– – 0.16% 35
2024
Q4 		$253K Hold
1,430
– – 0.16% 36
2024
Q3 		$217K Sell
1,430
-250
-15% -$42.9K 0.14% 38
2024
Q2 		$306K Buy
1,680
+250
+17% +$44.6K 0.21% 32
2024
Q1 		$276K Hold
1,430
– – 0.19% 34
2023
Q4 		$373K Hold
1,430
– – 0.28% 31
2023
Q3 		$274K Sell
1,430
-25
-2% -$5.47K 0.23% 31
2023
Q2 		$307K Sell
1,455
-925
-39% -$192K 0.25% 32
2023
Q1 		$502K Sell
2,380
-925
-28% -$192K 0.44% 30
2022
Q4 		$630K Buy
3,305
+50
+2% +$8.18K 0.57% 27
2022
Q3 		$394K Sell
3,255
-20
-0.6% -$3.07K 0.39% 29
2022
Q2 		$453K Buy
3,275
+1,830
+127% +$270K 0.42% 26
2022
Q1 		$282K Hold
1,445
– – 0.22% 32
2021
Q4 		$291K Buy
+1,445
New +$305K 0.23% 30

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Ervin Investment Management's BA Position: Q2 2026 in Review

Ervin Investment Management held its Boeing (BA) position steady in Q2 2026 at 2,005 shares worth $434K. The position accounts for 0.24% of the portfolio, ranked #34.

Ervin Investment Management first reported a position in BA in Q4 2021 and has held it in 19 quarters since. The position peaked at $630K in Q4 2022. 748 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Ervin Investment Management held 2,005 shares of Boeing worth $434K as of Q2 2026.
  • Ervin Investment Management left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.24% of Ervin Investment Management's portfolio in Q2 2026, its #34 holding.
  • Ervin Investment Management first reported a position in Boeing in Q4 2021 and has held it in 19 quarters since.
  • Ervin Investment Management's Boeing position peaked at $630K in Q4 2022.
  • 748 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Ervin Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.