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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
Q3 		$1M Sell
5,376
-225
-4% -$48.2K 0.25% 79
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 $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
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Harmony Asset Management's BA Position: Q3 2026 in Review

Harmony Asset Management reduced its Boeing (BA) stake by 4% in Q3 2026, selling an estimated $48.2K and leaving 5,376 shares worth $1M. The position accounts for 0.25% of the portfolio, ranked #79.

Harmony Asset Management first reported a position in BA in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.26M in Q4 2025. 492 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Harmony Asset Management held 5,376 shares of Boeing worth $1M as of Q3 2026.
  • Harmony Asset Management sold 225 Boeing shares in Q3 2026, an estimated $48.2K.
  • Boeing made up 0.25% of Harmony Asset Management's portfolio in Q3 2026, its #79 holding.
  • Harmony Asset Management first reported a position in Boeing in Q4 2023 and has held it in 12 quarters since.
  • Harmony Asset Management's Boeing position peaked at $1.26M in Q4 2025.
  • 492 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Harmony Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.