IMA Advisory Services’s Boeing BA Stock Holding History

IMA Advisory Services’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	$402K	Buy	1,856 +1,793	+2,846%	+$399K	0.03%	260
2026 Q1	$12.5K	Hold	63	–	–	﹤0.01%	316
2025 Q4	$13.7K	Buy	63 +24	+62%	+$4.94K	﹤0.01%	324
2025 Q3	$8.42K	Hold	39	–	–	﹤0.01%	321
2025 Q2	$8.17K	Buy	39 +4	+11%	+$756	﹤0.01%	316
2025 Q1	$5.97K	Buy	+35	New	+$6.06K	﹤0.01%	317
2024 Q4	–	Sell	-130	Closed	-$19.8K	–	178
2024 Q3	$19.8K	Buy	+130	New	+$22.3K	﹤0.01%	223
2023 Q4	–	Sell	-567	Closed	-$109K	–	82
2023 Q3	$109K	Buy	567 +100	+21%	+$21.9K	0.03%	155
2023 Q2	$98.6K	Hold	467	–	–	0.03%	154
2023 Q1	$99.2K	Sell	467 -728	-61%	-$151K	0.03%	152
2022 Q4	$228K	Sell	1,195 -199	-14%	-$32.5K	0.06%	130
2022 Q3	$169K	Sell	1,394 -462	-25%	-$70.9K	0.05%	136
2022 Q2	$254K	Sell	1,856 -323	-15%	-$47.6K	0.06%	132
2022 Q1	$417K	Sell	2,179 -8,781	-80%	-$1.76M	0.1%	103
2021 Q4	$2.21M	Sell	10,960 -169	-2%	-$35.7K	0.49%	74
2021 Q3	$2.45M	Buy	11,129 +185	+2%	+$41.3K	0.58%	60
2021 Q2	$2.62M	Sell	10,944 -1,495	-12%	-$361K	0.61%	62
2021 Q1	$3.17M	Buy	12,439 +77	+0.6%	+$17.1K	0.78%	42
2020 Q4	$2.65M	Buy	12,362 +3,762	+44%	+$723K	0.74%	49
2020 Q3	$1.42M	Buy	8,600 +2	+0%	+$341	0.48%	71
2020 Q2	$1.58M	Sell	8,598 -2,091	-20%	-$321K	0.57%	64
2020 Q1	$1.59M	Buy	10,689 +2,565	+32%	+$702K	0.7%	53
2019 Q4	$2.65M	Buy	8,124 +5,159	+174%	+$1.83M	0.98%	42
2019 Q3	$1.13M	Sell	2,965 -13	-0.4%	-$4.65K	0.43%	71
2019 Q2	$1.08M	Sell	2,978 -1,056	-26%	-$385K	0.41%	71
2019 Q1	$1.54M	Sell	4,034 -164	-4%	-$63.1K	0.6%	65
2018 Q4	$1.35M	Sell	4,198 -17	-0.4%	-$5.87K	0.63%	56
2018 Q3	$1.57M	Hold	4,215	–	–	0.61%	64
2018 Q2	$1.41M	Sell	4,215 -366	-8%	-$126K	0.59%	70
2018 Q1	$1.5M	Sell	4,581 -156	-3%	-$52.7K	0.67%	64
2017 Q4	$1.4M	Sell	4,737 -511	-10%	-$138K	0.63%	66
2017 Q3	$1.33M	Sell	5,248 -1,770	-25%	-$413K	0.62%	65
2017 Q2	$1.39M	Sell	7,018 -1,819	-21%	-$339K	0.67%	53
2017 Q1	$1.56M	Buy	8,837 +2,861	+48%	+$487K	0.79%	46
2016 Q4	$930K	Sell	5,976 -1,043	-15%	-$152K	0.57%	59
2016 Q3	$925K	Sell	7,019 -4,103	-37%	-$541K	0.53%	60
2016 Q2	$1.44M	Sell	11,122 -690	-6%	-$90K	0.91%	41
2016 Q1	$1.46M	Buy	+11,812	New	+$1.47M	0.85%	43

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 $3.37T AUM 44.26% 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

IMA Advisory Services's BA Position: Q2 2026 in Review

IMA Advisory Services increased its Boeing (BA) stake by 2,846% in Q2 2026, buying an estimated $399K and bringing the position to 1,856 shares worth $402K. The position accounts for 0.03% of the portfolio, ranked #260.

IMA Advisory Services first reported a position in BA in Q1 2016 and has held it in 38 quarters since. The position peaked at $3.17M in Q1 2021. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

IMA Advisory Services held 1,856 shares of Boeing worth $402K as of Q2 2026.
IMA Advisory Services bought 1,793 Boeing shares in Q2 2026, an estimated $399K.
Boeing made up 0.03% of IMA Advisory Services's portfolio in Q2 2026, its #260 holding.
IMA Advisory Services first reported a position in Boeing in Q1 2016 and has held it in 38 quarters since.
IMA Advisory Services's Boeing position peaked at $3.17M in Q1 2021.
2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.