GIM
BA icon

Goelzer Investment Management’s Boeing BA Stock Holding History

Goelzer 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 		$684K Sell
3,158
-90
-3% -$20K 0.03% 211
2026
Q1 		$646K Sell
3,248
-20
-0.6% -$4.55K 0.03% 206
2025
Q4 		$710K Buy
3,268
+355
+12% +$73K 0.03% 186
2025
Q3 		$629K Sell
2,913
-88
-3% -$19.8K 0.03% 176
2025
Q2 		$629K Sell
3,001
-62
-2% -$11.7K 0.03% 175
2025
Q1 		$522K Sell
3,063
-150
-5% -$26K 0.03% 178
2024
Q4 		$569K Buy
3,213
+113
+4% +$17.7K 0.03% 169
2024
Q3 		$471K Buy
3,100
+37
+1% +$6.34K 0.03% 181
2024
Q2 		$557K Sell
3,063
-85
-3% -$15.2K 0.03% 165
2024
Q1 		$608K Sell
3,148
-253
-7% -$52K 0.03% 169
2023
Q4 		$887K Buy
3,401
+249
+8% +$53.3K 0.06% 146
2023
Q3 		$604K Sell
3,152
-35
-1% -$7.66K 0.04% 157
2023
Q2 		$673K Sell
3,187
-135
-4% -$28K 0.06% 153
2023
Q1 		$706K Sell
3,322
-13
-0.4% -$2.7K 0.06% 155
2022
Q4 		$635K Buy
3,335
+23
+0.7% +$3.76K 0.05% 166
2022
Q3 		$401K Buy
3,312
+210
+7% +$32.2K 0.04% 188
2022
Q2 		$424K Buy
3,102
+69
+2% +$10.2K 0.04% 187
2022
Q1 		$581K Buy
3,033
+6
+0.2% +$1.2K 0.05% 168
2021
Q4 		$609K Buy
3,027
+114
+4% +$24.1K 0.05% 169
2021
Q3 		$641K Hold
2,913
– – 0.06% 164
2021
Q2 		$698K Sell
2,913
-10
-0.3% -$2.42K 0.06% 165
2021
Q1 		$745K Hold
2,923
– – 0.07% 161
2020
Q4 		$626K Sell
2,923
-3,342
-53% -$642K 0.06% 161
2020
Q3 		$1.03M Buy
6,265
+50
+0.8% +$8.52K 0.1% 160
2020
Q2 		$1.14M Sell
6,215
-24
-0.4% -$3.69K 0.11% 154
2020
Q1 		$930K Buy
6,239
+131
+2% +$35.9K 0.11% 159
2019
Q4 		$1.99M Sell
6,108
-597
-9% -$211K 0.17% 143
2019
Q3 		$2.55M Sell
6,705
-262
-4% -$93.7K 0.23% 121
2019
Q2 		$2.54M Buy
6,967
+2
+0% +$729 0.23% 123
2019
Q1 		$2.66M Buy
6,965
+283
+4% +$109K 0.25% 121
2018
Q4 		$2.15M Sell
6,682
-13
-0.2% -$4.49K 0.28% 120
2018
Q3 		$2.49M Sell
6,695
-12
-0.2% -$4.22K 0.28% 117
2018
Q2 		$2.25M Sell
6,707
-118
-2% -$40.6K 0.26% 125
2018
Q1 		$2.24M Sell
6,825
-17,509
-72% -$5.92M 0.27% 126
2017
Q4 		$7.18M Sell
24,334
-11,660
-32% -$3.16M 0.81% 35
2017
Q3 		$9.15M Sell
35,994
-16,580
-32% -$3.86M 1.08% 18
2017
Q2 		$10.4M Sell
52,574
-7,837
-13% -$1.46M 1.27% 15
2017
Q1 		$10.7M Sell
60,411
-9,369
-13% -$1.6M 1.33% 14
2016
Q4 		$10.9M Buy
69,780
+4,937
+8% +$721K 1.41% 12
2016
Q3 		$8.54M Buy
64,843
+143
+0.2% +$18.8K 1.15% 18
2016
Q2 		$8.4M Buy
64,700
+270
+0.4% +$35.2K 1.16% 20
2016
Q1 		$8.18M Buy
64,430
+3,546
+6% +$440K 1.17% 17
2015
Q4 		$8.8M Buy
60,884
+1,260
+2% +$181K 1.28% 11
2015
Q3 		$7.81M Buy
59,624
+682
+1% +$94.6K 1.24% 13
2015
Q2 		$8.18M Buy
58,942
+640
+1% +$93.3K 1.24% 10
2015
Q1 		$8.75M Sell
58,302
-1,538
-3% -$224K 1.32% 7
2014
Q4 		$7.78M Buy
59,840
+2,169
+4% +$275K 1.18% 12
2014
Q3 		$7.35M Buy
57,671
+1,972
+4% +$248K 1.22% 12
2014
Q2 		$7.09M Buy
55,699
+1,627
+3% +$212K 1.18% 13
2014
Q1 		$6.79M Buy
54,072
+557
+1% +$72.6K 1.21% 12
2013
Q4 		$7.3M Sell
53,515
-12,283
-19% -$1.6M 1.32% 7
2013
Q3 		$7.73M Sell
65,798
-68,044
-51% -$7.33M 1.58% 4
2013
Q2 		$13.7M Buy
+133,842
New +$12.7M 1.46% 5

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

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

Goelzer Investment Management reduced its Boeing (BA) stake by 2.8% in Q2 2026, selling an estimated $20K and leaving 3,158 shares worth $684K. The position accounts for 0.03% of the portfolio, ranked #211.

Goelzer Investment Management first reported a position in BA in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.7M in Q2 2013. 846 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Goelzer Investment Management held 3,158 shares of Boeing worth $684K as of Q2 2026.
  • Goelzer Investment Management sold 90 Boeing shares in Q2 2026, an estimated $20K.
  • Boeing made up 0.03% of Goelzer Investment Management's portfolio in Q2 2026, its #211 holding.
  • Goelzer Investment Management first reported a position in Boeing in Q2 2013 and has held it in 53 quarters since.
  • Goelzer Investment Management's Boeing position peaked at $13.7M in Q2 2013.
  • 846 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.