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Helium Advisors’s Boeing BA Stock Holding History

Helium 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 		$353K Sell
1,630
-2
-0.1% -$445 0.29% 73
2026
Q1 		$325K Buy
1,632
+272
+20% +$61.9K 0.31% 66
2025
Q4 		$295K Sell
1,360
-51
-4% -$10.5K 0.3% 63
2025
Q3 		$305K Sell
1,411
-231
-14% -$52.1K 0.25% 64
2025
Q2 		$344K Buy
1,642
+70
+4% +$13.2K 0.22% 75
2025
Q1 		$268K Hold
1,572
– – 0.2% 75
2024
Q4 		$278K Buy
+1,572
New +$247K 0.22% 71

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Helium Advisors's BA Position: Q2 2026 in Review

Helium Advisors reduced its Boeing (BA) stake by 0.12% in Q2 2026, selling an estimated $445 and leaving 1,630 shares worth $353K. The position accounts for 0.29% of the portfolio, ranked #73.

Helium Advisors first reported a position in BA in Q4 2024 and has held it in 7 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Helium Advisors held 1,630 shares of Boeing worth $353K as of Q2 2026.
  • Helium Advisors sold 2 Boeing shares in Q2 2026, an estimated $445.
  • Boeing made up 0.29% of Helium Advisors's portfolio in Q2 2026, its #73 holding.
  • Helium Advisors first reported a position in Boeing in Q4 2024 and has held it in 7 quarters since.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.