First Heartland Consultants’s Boeing BA Stock Holding History

First Heartland Consultants’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	$822K	Sell	3,798 -179	-5%	-$39.8K	0.05%	244
2026 Q1	$792K	Sell	3,977 -85	-2%	-$19.4K	0.06%	216
2025 Q4	$882K	Buy	4,062 +43	+1%	+$8.84K	0.07%	202
2025 Q3	$867K	Sell	4,019 -673	-14%	-$152K	0.07%	192
2025 Q2	$983K	Sell	4,692 -544	-10%	-$103K	0.09%	168
2025 Q1	$893K	Sell	5,236 -96	-2%	-$16.6K	0.09%	159
2024 Q4	$944K	Buy	5,332 +82	+2%	+$12.9K	0.1%	152
2024 Q3	$798K	Sell	5,250 -692	-12%	-$119K	0.09%	164
2024 Q2	$1.08K	Sell	5,942 -1,510	-20%	-$269K	0.08%	163
2024 Q1	$1.44M	Sell	7,452 -331	-4%	-$68K	0.15%	137
2023 Q4	$2.03M	Sell	7,783 -196	-2%	-$41.9K	0.24%	95
2023 Q3	$1.53M	Sell	7,979 -1,086	-12%	-$238K	0.19%	113
2023 Q2	$1.91M	Buy	9,065 +1,017	+13%	+$211K	0.25%	91
2023 Q1	$1.71M	Sell	8,048 -45	-0.6%	-$9.35K	0.26%	94
2022 Q4	$1.54M	Buy	8,093 +459	+6%	+$75.1K	0.25%	93
2022 Q3	$924	Buy	7,634 +544	+8%	+$83.4K	0.08%	132
2022 Q2	$969K	Sell	7,090 -21	-0.3%	-$3.1K	0.15%	116
2022 Q1	$1.36M	Buy	7,111 +562	+9%	+$113K	0.21%	92
2021 Q4	$1.32K	Buy	6,549 +612	+10%	+$129K	0.05%	97
2021 Q3	$1.31M	Sell	5,937 -662	-10%	-$148K	0.2%	110
2021 Q2	$1.58M	Buy	6,599 +738	+13%	+$178K	0.24%	100
2021 Q1	$1.49M	Buy	5,861 +175	+3%	+$38.9K	0.24%	99
2020 Q4	$1.22M	Buy	5,686 +605	+12%	+$116K	0.2%	95
2020 Q3	$840K	Buy	5,081 +14	+0.3%	+$2.39K	0.16%	100
2020 Q2	$929K	Buy	5,067 +1,316	+35%	+$202K	0.18%	105
2020 Q1	$559K	Sell	3,751 -2,340	-38%	-$641K	0.14%	124
2019 Q4	$1.98M	Sell	6,091 -2,466	-29%	-$873K	0.39%	67
2019 Q3	$3.26M	Sell	8,557 -186	-2%	-$66.5K	0.7%	39
2019 Q2	$3.18M	Buy	8,743 +305	+4%	+$111K	0.76%	36
2019 Q1	$3.22M	Buy	8,438 +1,264	+18%	+$487K	0.9%	31
2018 Q4	$2.31M	Buy	7,174 +81	+1%	+$28K	0.86%	35
2018 Q3	$2.64M	Sell	7,093 -1,216	-15%	-$427K	0.83%	38
2018 Q2	$2.79M	Buy	8,309 +106	+1%	+$36.5K	0.98%	26
2018 Q1	$2.69M	Buy	8,203 +794	+11%	+$268K	0.81%	36
2017 Q4	$2.19M	Sell	7,409 -2,035	-22%	-$551K	0.66%	43
2017 Q3	$2.4M	Buy	9,444 +76	+0.8%	+$17.7K	0.58%	39
2017 Q2	$1.85M	Buy	9,368 +249	+3%	+$46.4K	0.48%	50
2017 Q1	$1.61M	Sell	9,119 -503	-5%	-$85.7K	0.45%	60
2016 Q4	$1.5M	Buy	9,622 +2,184	+29%	+$319K	0.45%	57
2016 Q3	$980K	Buy	7,438 +1,070	+17%	+$141K	0.28%	91
2016 Q2	$827	Buy	6,368 +993	+18%	+$129K	0.09%	101
2016 Q1	$682K	Sell	5,375 -467	-8%	-$58K	0.26%	103
2015 Q4	$845K	Buy	5,842 +31	+0.5%	+$4.46K	0.32%	83
2015 Q3	$761K	Sell	5,811 -39	-0.7%	-$5.41K	0.32%	86
2015 Q2	$811	Sell	5,850 -118	-2%	-$17.2K	0.22%	97
2015 Q1	$896K	Sell	5,968 -3,474	-37%	-$506K	0.34%	83
2014 Q4	$1.23M	Buy	9,442 +3,922	+71%	+$497K	0.51%	53
2014 Q3	$703K	Buy	5,520 +102	+2%	+$12.8K	0.31%	94
2014 Q2	$689K	Buy	5,418 +566	+12%	+$73.9K	0.31%	95
2014 Q1	$609K	Sell	4,852 -189	-4%	-$24.6K	0.3%	98
2013 Q4	$688K	Buy	5,041 +622	+14%	+$80.9K	0.39%	81
2013 Q3	$520K	Buy	4,419 +562	+15%	+$60.5K	0.31%	92
2013 Q2	$395K	Buy	+3,857	New	+$366K	0.23%	121

Other funds holding BA

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) 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 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 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

First Heartland Consultants's BA Position: Q2 2026 in Review

First Heartland Consultants reduced its Boeing (BA) stake by 4.5% in Q2 2026, selling an estimated $39.8K and leaving 3,798 shares worth $822K. The position accounts for 0.05% of the portfolio, ranked #244.

First Heartland Consultants first reported a position in BA in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.26M in Q3 2019. 846 funds tracked by Wall St. Rank hold BA as of Q2 2026.

First Heartland Consultants held 3,798 shares of Boeing worth $822K as of Q2 2026.
First Heartland Consultants sold 179 Boeing shares in Q2 2026, an estimated $39.8K.
Boeing made up 0.05% of First Heartland Consultants's portfolio in Q2 2026, its #244 holding.
First Heartland Consultants first reported a position in Boeing in Q2 2013 and has held it in 53 quarters since.
First Heartland Consultants's Boeing position peaked at $3.26M in Q3 2019.
846 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.