HRC Wealth Management’s Boeing BA Stock Holding History

HRC 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	$1.02M	Hold	5,481	–	–	0.41%	21
2026 Q2	$1.19M	Sell	5,481 -128	-2%	-$28.5K	0.49%	17
2026 Q1	$1.12M	Hold	5,609	–	–	0.53%	14
2025 Q4	$1.22M	Hold	5,609	–	–	0.58%	13
2025 Q3	$1.21M	Hold	5,609	–	–	0.59%	12
2025 Q2	$1.18M	Hold	5,609	–	–	0.63%	12
2025 Q1	$957K	Buy	5,609 +25	+0.4%	+$4.33K	0.59%	13
2024 Q4	$988K	Buy	5,584 +100	+2%	+$15.7K	0.59%	13
2024 Q3	$834K	Buy	5,484 +75	+1%	+$12.9K	0.54%	14
2024 Q2	$984K	Hold	5,409	–	–	0.67%	11
2024 Q1	$1.04M	Buy	5,409 +60	+1%	+$12.3K	0.76%	9
2023 Q4	$1.39M	Buy	+5,349	New	+$1.14M	1.2%	8

Other funds holding BA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

SFG

Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $692M AUM 56.38% 1-Year Est. Return

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

HRC Wealth Management held its Boeing (BA) position steady in Q3 2026 at 5,481 shares worth $1.02M. The position accounts for 0.41% of the portfolio, ranked #21.

HRC Wealth Management first reported a position in BA in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.39M in Q4 2023. 1,057 funds tracked by Wall St. Rank hold BA as of Q3 2026.

HRC Wealth Management held 5,481 shares of Boeing worth $1.02M as of Q3 2026.
HRC Wealth Management left its Boeing share count unchanged in Q3 2026.
Boeing made up 0.41% of HRC Wealth Management's portfolio in Q3 2026, its #21 holding.
HRC Wealth Management first reported a position in Boeing in Q4 2023 and has held it in 12 quarters since.
HRC Wealth Management's Boeing position peaked at $1.39M in Q4 2023.
1,057 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on HRC Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.