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 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 $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

HRC Wealth Management's BA Position: Q2 2026 in Review

HRC Wealth Management reduced its Boeing (BA) stake by 2.3% in Q2 2026, selling an estimated $28.5K and leaving 5,481 shares worth $1.19M. The position accounts for 0.49% of the portfolio, ranked #17.

HRC Wealth Management first reported a position in BA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.39M in Q4 2023. 1,191 funds tracked by Wall St. Rank hold BA as of Q2 2026.

HRC Wealth Management held 5,481 shares of Boeing worth $1.19M as of Q2 2026.
HRC Wealth Management sold 128 Boeing shares in Q2 2026, an estimated $28.5K.
Boeing made up 0.49% of HRC Wealth Management's portfolio in Q2 2026, its #17 holding.
HRC Wealth Management first reported a position in Boeing in Q4 2023 and has held it in 11 quarters since.
HRC Wealth Management's Boeing position peaked at $1.39M in Q4 2023.
1,191 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.