HWA
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HCR Wealth Advisors’s Boeing BA Stock Holding History

HCR Wealth 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 		$4.19M Buy
19,335
+177
+0.9% +$39.4K 0.37% 46
2026
Q1 		$3.81M Hold
19,158
– – 0.4% 45
2025
Q4 		$4.16M Sell
19,158
-49
-0.3% -$10.1K 0.41% 39
2025
Q3 		$4.18M Sell
19,207
-24
-0.1% -$5.41K 0.43% 38
2025
Q2 		$4.03M Sell
19,231
-85
-0.4% -$16.1K 0.47% 37
2025
Q1 		$3.29M Buy
19,316
+49
+0.3% +$8.48K 0.43% 40
2024
Q4 		$3.41M Sell
19,267
-222
-1% -$34.8K 0.43% 39
2024
Q3 		$2.96M Buy
19,489
+29
+0.1% +$4.97K 0.39% 43
2024
Q2 		$3.54M Sell
19,460
-610
-3% -$109K 0.51% 30
2024
Q1 		$3.87M Sell
20,070
-1
-0% -$205 0.59% 27
2023
Q4 		$5.23M Buy
20,071
+412
+2% +$88.1K 0.83% 19
2023
Q3 		$3.77M Sell
19,659
-7
-0% -$1.53K 0.83% 20
2023
Q2 		$4.15M Buy
19,666
+13
+0.1% +$2.7K 0.77% 23
2023
Q1 		$4.17M Buy
19,653
+15
+0.1% +$3.12K 0.83% 22
2022
Q4 		$3.74M Sell
19,638
-42
-0.2% -$6.87K 0.79% 25
2022
Q3 		$2.38M Buy
19,680
+17,631
+860% +$2.7M 0.51% 39
2022
Q2 		$280K Sell
2,049
-11,959
-85% -$1.76M 0.06% 142
2022
Q1 		$2.68M Sell
14,008
-17
-0.1% -$3.41K 0.44% 49
2021
Q4 		$2.82M Sell
14,025
-494
-3% -$104K 0.44% 51
2021
Q3 		$3.19M Sell
14,519
-59
-0.4% -$13.2K 0.53% 38
2021
Q2 		$3.49M Buy
14,578
+12,479
+595% +$3.02M 0.61% 33
2021
Q1 		$535K Sell
2,099
-279
-12% -$62K 0.11% 122
2020
Q4 		$509K Buy
2,378
+79
+3% +$15.2K 0.11% 118
2020
Q3 		$371K Buy
2,299
+1
+0% +$170 0.08% 123
2020
Q2 		$417K Sell
2,298
-19
-0.8% -$2.92K 0.1% 107
2020
Q1 		$346K Buy
+2,317
New +$634K 0.1% 110
2019
Q4 		– Sell
-6,208
Closed -$2.32M – 236
2019
Q3 		$2.32M Buy
6,208
+77
+1% +$27.5K 0.77% 26
2019
Q2 		$2.23M Buy
6,131
+614
+11% +$224K 0.63% 29
2019
Q1 		$1.76M Sell
5,517
-193
-3% -$74.3K 0.51% 40
2018
Q4 		$1.84M Sell
5,710
-44
-0.8% -$15.2K 0.59% 33
2018
Q3 		$2.04M Buy
5,754
+1,144
+25% +$402K 0.66% 28
2018
Q2 		$1.55M Buy
4,610
+334
+8% +$115K 0.51% 43
2018
Q1 		$1.4M Buy
4,276
+2,593
+154% +$876K 0.49% 49
2017
Q4 		$496K Buy
1,683
+388
+30% +$105K 0.17% 106
2017
Q3 		$329K Buy
+1,295
New +$302K 0.14% 124
2017
Q2 		– Sell
-1,138
Closed -$201K – 149
2017
Q1 		$201K Buy
+1,138
New +$194K 0.1% 142

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
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
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

HCR Wealth Advisors's BA Position: Q2 2026 in Review

HCR Wealth Advisors increased its Boeing (BA) stake by 0.92% in Q2 2026, buying an estimated $39.4K and bringing the position to 19,335 shares worth $4.19M. The position accounts for 0.37% of the portfolio, ranked #46.

HCR Wealth Advisors first reported a position in BA in Q1 2017 and has held it in 36 quarters since. The position peaked at $5.23M in Q4 2023. 657 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • HCR Wealth Advisors held 19,335 shares of Boeing worth $4.19M as of Q2 2026.
  • HCR Wealth Advisors bought 177 Boeing shares in Q2 2026, an estimated $39.4K.
  • Boeing made up 0.37% of HCR Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • HCR Wealth Advisors first reported a position in Boeing in Q1 2017 and has held it in 36 quarters since.
  • HCR Wealth Advisors's Boeing position peaked at $5.23M in Q4 2023.
  • 657 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.