HAM
BA icon

Harmony Asset Management’s Boeing BA Stock Holding History

Harmony Asset 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 		$1.21M Sell
5,601
-310
-5% -$69K 0.33% 76
2026
Q1 		$1.18M Buy
5,911
+90
+2% +$20.5K 0.36% 69
2025
Q4 		$1.26M Buy
5,821
+1,677
+40% +$345K 0.42% 60
2025
Q3 		$894K Buy
4,144
+75
+2% +$16.9K 0.31% 81
2025
Q2 		$852K Buy
4,069
+20
+0.5% +$3.78K 0.32% 80
2025
Q1 		$690K Buy
4,049
+291
+8% +$50.4K 0.29% 86
2024
Q4 		$665K Buy
3,758
+1,617
+76% +$254K 0.26% 86
2024
Q3 		$325K Sell
2,141
-196
-8% -$33.6K 0.12% 132
2024
Q2 		$425K Sell
2,337
-246
-10% -$43.8K 0.18% 98
2024
Q1 		$498K Buy
2,583
+209
+9% +$42.9K 0.21% 91
2023
Q4 		$619K Buy
+2,374
New +$508K 0.26% 81

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Harmony Asset Management's BA Position: Q2 2026 in Review

Harmony Asset Management reduced its Boeing (BA) stake by 5.2% in Q2 2026, selling an estimated $69K and leaving 5,601 shares worth $1.21M. The position accounts for 0.33% of the portfolio, ranked #76.

Harmony Asset Management first reported a position in BA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.26M in Q4 2025. 499 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Harmony Asset Management held 5,601 shares of Boeing worth $1.21M as of Q2 2026.
  • Harmony Asset Management sold 310 Boeing shares in Q2 2026, an estimated $69K.
  • Boeing made up 0.33% of Harmony Asset Management's portfolio in Q2 2026, its #76 holding.
  • Harmony Asset Management first reported a position in Boeing in Q4 2023 and has held it in 11 quarters since.
  • Harmony Asset Management's Boeing position peaked at $1.26M in Q4 2025.
  • 499 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.