Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s Boeing BA Stock Holding History

Halbert Hargrove Global 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
Q3 		$200K Sell
1,076
-9
-0.8% -$1.93K 0.01% 102
2026
Q2 		$235K Buy
1,085
+6
+0.6% +$1.34K 0.01% 96
2026
Q1 		$215K Buy
1,079
+79
+8% +$18K 0.01% 91
2025
Q4 		$217K Sell
1,000
-40
-4% -$8.23K 0.01% 87
2025
Q3 		$224K Buy
+1,040
New +$234K 0.01% 95
2025
Q2 		– Sell
-28
Closed -$4.76K – 346
2025
Q1 		$4.76K Buy
+28
New +$4.85K ﹤0.01% 315
2023
Q2 		– Sell
-1,190
Closed -$253K – 105
2023
Q1 		$253K Buy
1,190
+24
+2% +$4.99K 0.02% 133
2022
Q4 		$222K Buy
+1,166
New +$191K 0.02% 143
2022
Q2 		– Sell
-1,102
Closed -$211K – 149
2022
Q1 		$211K Sell
1,102
-31
-3% -$6.22K 0.01% 158
2021
Q4 		$228K Sell
1,133
-54
-5% -$11.4K 0.01% 145
2021
Q3 		$261K Sell
1,187
-46
-4% -$10.3K 0.02% 117
2021
Q2 		$295K Buy
+1,233
New +$298K 0.02% 113
2020
Q1 		– Sell
-745
Closed -$243K – 81
2019
Q4 		$243K Sell
745
-18
-2% -$6.37K 0.06% 67
2019
Q3 		$291K Sell
763
-4
-0.5% -$1.43K 0.08% 61
2019
Q2 		$279K Sell
767
-7
-0.9% -$2.55K 0.08% 59
2019
Q1 		$295K Buy
774
+11
+1% +$4.23K 1.04% 33
2018
Q4 		$246K Sell
763
-11
-1% -$3.8K 0.06% 63
2018
Q3 		$288K Sell
774
-30
-4% -$10.5K 0.07% 52
2018
Q2 		$270K Buy
804
+2
+0.2% +$688 0.07% 58
2018
Q1 		$263K Buy
802
+46
+6% +$15.5K 0.07% 56
2017
Q4 		$223K Sell
756
-44
-6% -$11.9K 0.06% 64
2017
Q3 		$203K Buy
+800
New +$186K 0.06% 64
2013
Q4 		– Sell
-2,213
Closed -$260K – 125
2013
Q3 		$260K Sell
2,213
-27
-1% -$2.91K 0.09% 92
2013
Q2 		$229K Buy
+2,240
New +$213K 0.08% 94

Other funds holding BA

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Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Halbert Hargrove Global Advisors's BA Position: Q3 2026 in Review

Halbert Hargrove Global Advisors reduced its Boeing (BA) stake by 0.83% in Q3 2026, selling an estimated $1.93K and leaving 1,076 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #102.

Halbert Hargrove Global Advisors first reported a position in BA in Q2 2013 and has held it in 24 quarters since. The position peaked at $295K in Q2 2021. 579 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Halbert Hargrove Global Advisors held 1,076 shares of Boeing worth $200K as of Q3 2026.
  • Halbert Hargrove Global Advisors sold 9 Boeing shares in Q3 2026, an estimated $1.93K.
  • Boeing made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #102 holding.
  • Halbert Hargrove Global Advisors first reported a position in Boeing in Q2 2013 and has held it in 24 quarters since.
  • Halbert Hargrove Global Advisors's Boeing position peaked at $295K in Q2 2021.
  • 579 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.