Hudson Value Partners’s Boeing BA Stock Holding History

Hudson Value Partners’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	$608K	Sell	2,810 -10	-0.4%	-$2.23K	0.15%	78
2026 Q1	$561K	Hold	2,820	–	–	0.17%	78
2025 Q4	$615K	Hold	2,820	–	–	0.18%	76
2025 Q3	$609K	Hold	2,820	–	–	0.19%	79
2025 Q2	$591K	Hold	2,820	–	–	0.2%	81
2025 Q1	$481K	Hold	2,820	–	–	0.18%	81
2024 Q4	$499K	Sell	2,820 -1,175	-29%	-$184K	0.19%	76
2024 Q3	$607K	Sell	3,995 -340	-8%	-$58.3K	0.24%	72
2024 Q2	$789K	Sell	4,335 -325	-7%	-$57.9K	0.33%	64
2024 Q1	$899K	Sell	4,660 -10	-0.2%	-$2.06K	0.38%	60
2023 Q4	$1.22M	Sell	4,670 -400	-8%	-$85.5K	0.57%	54
2023 Q3	$972K	Sell	5,070 -25	-0.5%	-$5.47K	0.51%	57
2023 Q2	$1.08M	Sell	5,095 -480	-9%	-$99.7K	0.55%	55
2023 Q1	$1.18M	Buy	5,575 +205	+4%	+$42.6K	0.67%	43
2022 Q4	$1.02M	Buy	5,370 +850	+19%	+$139K	0.63%	48
2022 Q3	$547K	Sell	4,520 -1,341	-23%	-$206K	0.37%	67
2022 Q2	$801K	Sell	5,861 -1,645	-22%	-$243K	0.51%	53
2022 Q1	$1.44M	Buy	7,506 +575	+8%	+$115K	0.74%	41
2021 Q4	$1.4M	Buy	6,931 +133	+2%	+$28.1K	0.68%	45
2021 Q3	$1.5M	Buy	6,798 +740	+12%	+$165K	0.82%	38
2021 Q2	$1.45M	Buy	6,058 +355	+6%	+$85.8K	0.8%	40
2021 Q1	$1.45M	Buy	5,703 +1,892	+50%	+$421K	0.88%	36
2020 Q4	$826K	Buy	+3,811	New	+$733K	0.55%	61

Other funds holding BA

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Hudson Value Partners's BA Position: Q2 2026 in Review

Hudson Value Partners reduced its Boeing (BA) stake by 0.35% in Q2 2026, selling an estimated $2.23K and leaving 2,810 shares worth $608K. The position accounts for 0.15% of the portfolio, ranked #78.

Hudson Value Partners first reported a position in BA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.5M in Q3 2021. 677 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Hudson Value Partners held 2,810 shares of Boeing worth $608K as of Q2 2026.
Hudson Value Partners sold 10 Boeing shares in Q2 2026, an estimated $2.23K.
Boeing made up 0.15% of Hudson Value Partners's portfolio in Q2 2026, its #78 holding.
Hudson Value Partners first reported a position in Boeing in Q4 2020 and has held it in 23 quarters since.
Hudson Value Partners's Boeing position peaked at $1.5M in Q3 2021.
677 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Hudson Value Partners's 13F filing for Q2 2026, filed 10 Jul 2026.