Fermata Advisors’s Boeing BA Stock Holding History

Fermata 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	$399K	Buy	1,844 +302	+20%	+$67.2K	0.08%	172
2026 Q1	$307K	Buy	1,542 +382	+33%	+$87K	0.07%	184
2025 Q4	$252K	Buy	1,160 +33	+3%	+$6.79K	0.06%	186
2025 Q3	$243K	Hold	1,127	–	–	0.06%	186
2025 Q2	$236K	Buy	+1,127	New	+$213K	0.06%	200
2021 Q4	–	Sell	-1,512	Closed	-$333K	–	186
2021 Q3	$333K	Buy	1,512 +71	+5%	+$15.8K	0.15%	111
2021 Q2	$345K	Buy	+1,441	New	+$348K	0.2%	91

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fermata Advisors's BA Position: Q2 2026 in Review

Fermata Advisors increased its Boeing (BA) stake by 20% in Q2 2026, buying an estimated $67.2K and bringing the position to 1,844 shares worth $399K. The position accounts for 0.08% of the portfolio, ranked #172.

Fermata Advisors first reported a position in BA in Q2 2021 and has held it in 7 quarters since. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Fermata Advisors held 1,844 shares of Boeing worth $399K as of Q2 2026.
Fermata Advisors bought 302 Boeing shares in Q2 2026, an estimated $67.2K.
Boeing made up 0.08% of Fermata Advisors's portfolio in Q2 2026, its #172 holding.
Fermata Advisors first reported a position in Boeing in Q2 2021 and has held it in 7 quarters since.
2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.