HA
BA icon

Herold Advisors’s Boeing BA Stock Holding History

Herold 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 		$1.71M Sell
7,901
-250
-3% -$55.6K 0.34% 82
2026
Q1 		$1.62M Buy
8,151
+415
+5% +$94.5K 0.36% 75
2025
Q4 		$1.68M Buy
7,736
+405
+6% +$83.3K 0.38% 71
2025
Q3 		$1.58M Buy
7,331
+1,000
+16% +$225K 0.37% 74
2025
Q2 		$1.33M Sell
6,331
-1,029
-14% -$194K 0.28% 99
2025
Q1 		$1.26M Buy
7,360
+675
+10% +$117K 0.28% 100
2024
Q4 		$1.18M Buy
6,685
+150
+2% +$23.5K 0.26% 106
2024
Q3 		$994K Sell
6,535
-180
-3% -$30.9K 0.22% 129
2024
Q2 		$1.22M Sell
6,715
-165
-2% -$29.4K 0.28% 107
2024
Q1 		$1.33M Buy
6,880
+490
+8% +$101K 0.32% 89
2023
Q4 		$1.67M Sell
6,390
-101
-2% -$21.6K 0.46% 66
2023
Q3 		$1.24M Buy
6,491
+250
+4% +$54.7K 0.38% 74
2023
Q2 		$1.32M Sell
6,241
-504
-7% -$105K 0.4% 74
2023
Q1 		$1.43M Sell
6,745
-101
-1% -$21K 0.5% 62
2022
Q4 		$1.3M Buy
6,846
+1,350
+25% +$221K 0.55% 58
2022
Q3 		$665K Buy
5,496
+300
+6% +$46K 0.32% 95
2022
Q2 		$710K Buy
5,196
+450
+9% +$66.4K 0.32% 97
2022
Q1 		$909K Buy
4,746
+380
+9% +$76.3K 0.32% 94
2021
Q4 		$879K Buy
4,366
+950
+28% +$201K 0.34% 93
2021
Q3 		$751K Buy
+3,416
New +$762K 0.29% 97

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

Herold Advisors's BA Position: Q2 2026 in Review

Herold Advisors reduced its Boeing (BA) stake by 3.1% in Q2 2026, selling an estimated $55.6K and leaving 7,901 shares worth $1.71M. The position accounts for 0.34% of the portfolio, ranked #82.

Herold Advisors first reported a position in BA in Q3 2021 and has held it in 20 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Herold Advisors held 7,901 shares of Boeing worth $1.71M as of Q2 2026.
  • Herold Advisors sold 250 Boeing shares in Q2 2026, an estimated $55.6K.
  • Boeing made up 0.34% of Herold Advisors's portfolio in Q2 2026, its #82 holding.
  • Herold Advisors first reported a position in Boeing in Q3 2021 and has held it in 20 quarters since.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.