Horizon Wealth Management
BA icon

Horizon Wealth Management’s Boeing BA Stock Holding History

Horizon Wealth Management’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
Q3 		$1.92M Hold
10,332
– – 0.24% 45
2026
Q2 		$2.24M Hold
10,332
– – 0.29% 43
2026
Q1 		$2.06M Hold
10,332
– – 0.3% 41
2025
Q4 		$2.24M Buy
10,332
+8,925
+634% +$1.84M 0.35% 33
2025
Q3 		$304K Sell
1,407
-1,925
-58% -$434K 0.04% 96
2025
Q2 		$698K Sell
3,332
-2,065
-38% -$390K 0.12% 46
2025
Q1 		$920K Buy
5,397
+1,073
+25% +$186K 0.16% 35
2024
Q4 		$765K Buy
4,324
+1,000
+30% +$157K 0.13% 38
2024
Q3 		$505K Buy
3,324
+972
+41% +$167K 0.1% 47
2024
Q2 		$428K Buy
2,352
+1,247
+113% +$222K 0.1% 44
2024
Q1 		$213K Sell
1,105
-6,027
-85% -$1.24M 0.06% 75
2023
Q4 		$1.86M Buy
7,132
+1,254
+21% +$268K 0.52% 22
2023
Q3 		$1.13M Sell
5,878
-17
-0.3% -$3.72K 0.45% 22
2023
Q2 		$1.24M Sell
5,895
-54
-0.9% -$11.2K 0.49% 22
2023
Q1 		$1.26M Buy
+5,949
New +$1.24M 0.95% 15
2022
Q3 		– Sell
-28,950
Closed -$3.96M – 74
2022
Q2 		$3.96M Buy
28,950
+5,609
+24% +$827K 1.64% 18
2022
Q1 		$4.47M Buy
23,341
+493
+2% +$99K 1.39% 20
2021
Q4 		$4.6M Buy
+22,848
New +$4.83M 1.34% 18

Other funds holding BA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Horizon Wealth Management's BA Position: Q3 2026 in Review

Horizon Wealth Management held its Boeing (BA) position steady in Q3 2026 at 10,332 shares worth $1.92M. The position accounts for 0.24% of the portfolio, ranked #45.

Horizon Wealth Management first reported a position in BA in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.6M in Q4 2021. 1,916 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Horizon Wealth Management held 10,332 shares of Boeing worth $1.92M as of Q3 2026.
  • Horizon Wealth Management left its Boeing share count unchanged in Q3 2026.
  • Boeing made up 0.24% of Horizon Wealth Management's portfolio in Q3 2026, its #45 holding.
  • Horizon Wealth Management first reported a position in Boeing in Q4 2021 and has held it in 18 quarters since.
  • Horizon Wealth Management's Boeing position peaked at $4.6M in Q4 2021.
  • 1,916 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Horizon Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.