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 Q2	$235K	Buy	1,085 +6	+0.6%	+$1.33K	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Halbert Hargrove Global Advisors's BA Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its Boeing (BA) stake by 0.56% in Q2 2026, buying an estimated $1.33K and bringing the position to 1,085 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #96.

Halbert Hargrove Global Advisors first reported a position in BA in Q2 2013 and has held it in 23 quarters since. The position peaked at $295K in Q2 2021. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Halbert Hargrove Global Advisors held 1,085 shares of Boeing worth $235K as of Q2 2026.
Halbert Hargrove Global Advisors bought 6 Boeing shares in Q2 2026, an estimated $1.33K.
Boeing made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #96 holding.
Halbert Hargrove Global Advisors first reported a position in Boeing in Q2 2013 and has held it in 23 quarters since.
Halbert Hargrove Global Advisors's Boeing position peaked at $295K in Q2 2021.
2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.