Horizon Investments’s Boeing BA Stock Holding History

Horizon Investments’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	$3.77M	Buy	17,394 +1,830	+12%	+$407K	0.04%	361
2026 Q1	$3.1M	Buy	15,564 +2,017	+15%	+$459K	0.03%	380
2025 Q4	$2.94M	Sell	13,547 -571	-4%	-$117K	0.04%	370
2025 Q3	$3.05M	Buy	14,118 +2,308	+20%	+$520K	0.04%	343
2025 Q2	$2.47M	Buy	11,810 +996	+9%	+$188K	0.04%	337
2025 Q1	$1.84M	Buy	10,814 +2,702	+33%	+$468K	0.06%	207
2024 Q4	$1.44M	Buy	8,112 +168	+2%	+$26.4K	0.04%	229
2024 Q3	$1.21M	Sell	7,944 -867	-10%	-$149K	0.03%	239
2024 Q2	$1.6M	Buy	8,811 +115	+1%	+$20.5K	0.04%	198
2024 Q1	$1.68M	Sell	8,696 -326	-4%	-$67K	0.04%	191
2023 Q4	$2.35M	Buy	9,022 +1,490	+20%	+$319K	0.07%	132
2023 Q3	$1.44M	Sell	7,532 -102	-1%	-$22.3K	0.04%	141
2023 Q2	$1.61M	Buy	7,634 +393	+5%	+$81.6K	0.05%	136
2023 Q1	$1.54M	Buy	7,241 +1,035	+17%	+$215K	0.05%	132
2022 Q4	$1.18M	Buy	6,206 +810	+15%	+$132K	0.03%	191
2022 Q3	$653K	Buy	5,396 +996	+23%	+$153K	0.02%	282
2022 Q2	$602K	Buy	+4,400	New	+$649K	0.02%	251
2021 Q4	–	Sell	-3,589	Closed	-$789K	–	482
2021 Q3	$789K	Buy	+3,589	New	+$800K	0.02%	243
2019 Q2	–	Sell	-2,017	Closed	-$765K	–	547
2019 Q1	$765K	Buy	+2,017	New	+$776K	0.03%	185
2016 Q4	–	Sell	-3,278	Closed	-$432K	–	160
2016 Q3	$432K	Sell	3,278 -12,075	-79%	-$1.59M	0.03%	87
2016 Q2	$1.99M	Buy	+15,353	New	+$2M	0.15%	53

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Horizon Investments's BA Position: Q2 2026 in Review

Horizon Investments increased its Boeing (BA) stake by 12% in Q2 2026, buying an estimated $407K and bringing the position to 17,394 shares worth $3.77M. The position accounts for 0.04% of the portfolio, ranked #361.

Horizon Investments first reported a position in BA in Q2 2016 and has held it in 21 quarters since. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Horizon Investments held 17,394 shares of Boeing worth $3.77M as of Q2 2026.
Horizon Investments bought 1,830 Boeing shares in Q2 2026, an estimated $407K.
Boeing made up 0.04% of Horizon Investments's portfolio in Q2 2026, its #361 holding.
Horizon Investments first reported a position in Boeing in Q2 2016 and has held it in 21 quarters since.
2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.