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Forum Financial Management’s Boeing BA Stock Holding History

Forum Financial 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 		$609K Sell
2,815
-179
-6% -$39.8K 0.01% 185
2026
Q1 		$596K Sell
2,994
-3,671
-55% -$836K 0.01% 178
2025
Q4 		$1.45M Sell
6,665
-1,431
-18% -$294K 0.02% 180
2025
Q3 		$1.75M Buy
8,096
+1,616
+25% +$364K 0.02% 150
2025
Q2 		$1.36M Buy
6,480
+610
+10% +$115K 0.02% 171
2025
Q1 		$1M Buy
+5,870
New +$1.02M 0.02% 209
2024
Q4 		– Sell
-5,929
Closed -$901K – 927
2024
Q3 		$901K Buy
5,929
+634
+12% +$109K 0.02% 201
2024
Q2 		$964K Sell
5,295
-962
-15% -$171K 0.02% 183
2024
Q1 		$1.21M Buy
6,257
+337
+6% +$69.2K 0.02% 166
2023
Q4 		$1.54M Buy
5,920
+326
+6% +$69.7K 0.03% 118
2023
Q3 		$1.07M Buy
5,594
+81
+1% +$17.7K 0.02% 147
2023
Q2 		$1.16M Buy
5,513
+667
+14% +$139K 0.03% 138
2023
Q1 		$1.03M Buy
4,846
+242
+5% +$50.3K 0.03% 137
2022
Q4 		$877K Sell
4,604
-358
-7% -$58.6K 0.03% 152
2022
Q3 		$601K Buy
4,962
+1,339
+37% +$205K 0.03% 189
2022
Q2 		$495K Sell
3,623
-997
-22% -$147K 0.02% 238
2022
Q1 		$884K Sell
4,620
-205
-4% -$41.1K 0.04% 146
2021
Q4 		$971K Buy
+4,825
New +$1.02M 0.05% 134

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

Forum Financial Management's BA Position: Q2 2026 in Review

Forum Financial Management reduced its Boeing (BA) stake by 6% in Q2 2026, selling an estimated $39.8K and leaving 2,815 shares worth $609K. The position accounts for 0.01% of the portfolio, ranked #185.

Forum Financial Management first reported a position in BA in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.75M in Q3 2025. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Forum Financial Management held 2,815 shares of Boeing worth $609K as of Q2 2026.
  • Forum Financial Management sold 179 Boeing shares in Q2 2026, an estimated $39.8K.
  • Boeing made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #185 holding.
  • Forum Financial Management first reported a position in Boeing in Q4 2021 and has held it in 18 quarters since.
  • Forum Financial Management's Boeing position peaked at $1.75M in Q3 2025.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.