HFO
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Heritage Family Offices’s Boeing BA Stock Holding History

Heritage Family Offices’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 		$1.05M Buy
4,856
+313
+7% +$69.6K 0.41% 58
2026
Q1 		$904K Sell
4,543
-724
-14% -$165K 0.4% 66
2025
Q4 		$1.14M Buy
+5,267
New +$1.08M 0.52% 46

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

Heritage Family Offices's BA Position: Q2 2026 in Review

Heritage Family Offices increased its Boeing (BA) stake by 6.9% in Q2 2026, buying an estimated $69.6K and bringing the position to 4,856 shares worth $1.05M. The position accounts for 0.41% of the portfolio, ranked #58.

Heritage Family Offices first reported a position in BA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.14M in Q4 2025. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Heritage Family Offices held 4,856 shares of Boeing worth $1.05M as of Q2 2026.
  • Heritage Family Offices bought 313 Boeing shares in Q2 2026, an estimated $69.6K.
  • Boeing made up 0.41% of Heritage Family Offices's portfolio in Q2 2026, its #58 holding.
  • Heritage Family Offices first reported a position in Boeing in Q4 2025 and has held it in 3 quarters since.
  • Heritage Family Offices's Boeing position peaked at $1.14M in Q4 2025.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.