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Finivi Inc’s Boeing BA Stock Holding History

Finivi Inc’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 		$554K Sell
2,560
-243
-9% -$54.1K 0.28% 70
2026
Q1 		$558K Buy
+2,803
New +$638K 0.3% 67
2024
Q1 		– Sell
-5,104
Closed -$1.33M – 85
2023
Q4 		$1.33M Buy
+5,104
New +$1.09M 1.3% 26
2021
Q4 		$1.08M Buy
+5,345
New +$1.13M 1.14% 33

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

Finivi Inc's BA Position: Q2 2026 in Review

Finivi Inc reduced its Boeing (BA) stake by 8.7% in Q2 2026, selling an estimated $54.1K and leaving 2,560 shares worth $554K. The position accounts for 0.28% of the portfolio, ranked #70.

Finivi Inc first reported a position in BA in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.33M in Q4 2023. 2,570 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Finivi Inc held 2,560 shares of Boeing worth $554K as of Q2 2026.
  • Finivi Inc sold 243 Boeing shares in Q2 2026, an estimated $54.1K.
  • Boeing made up 0.28% of Finivi Inc's portfolio in Q2 2026, its #70 holding.
  • Finivi Inc first reported a position in Boeing in Q4 2021 and has held it in 4 quarters since.
  • Finivi Inc's Boeing position peaked at $1.33M in Q4 2023.
  • 2,570 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.