InvesTrust
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InvesTrust’s Boeing BA Stock Holding History

InvesTrust’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 		$850K Sell
4,570
-826
-15% -$177K 0.34% 68
2026
Q2 		$1.17M Buy
5,396
+66
+1% +$14.7K 0.45% 60
2026
Q1 		$1.06M Buy
5,330
+1,680
+46% +$383K 0.45% 61
2025
Q4 		$792K Buy
+3,650
New +$751K 0.31% 69

Other funds holding BA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

InvesTrust's BA Position: Q3 2026 in Review

InvesTrust reduced its Boeing (BA) stake by 15% in Q3 2026, selling an estimated $177K and leaving 4,570 shares worth $850K. The position accounts for 0.34% of the portfolio, ranked #68.

InvesTrust first reported a position in BA in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.17M in Q2 2026. 1,126 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • InvesTrust held 4,570 shares of Boeing worth $850K as of Q3 2026.
  • InvesTrust sold 826 Boeing shares in Q3 2026, an estimated $177K.
  • Boeing made up 0.34% of InvesTrust's portfolio in Q3 2026, its #68 holding.
  • InvesTrust first reported a position in Boeing in Q4 2025 and has held it in 4 quarters since.
  • InvesTrust's Boeing position peaked at $1.17M in Q2 2026.
  • 1,126 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.