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INVST’s Boeing BA Stock Holding History

INVST’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 		$295K Sell
1,365
-19
-1% -$4.23K 0.03% 301
2026
Q1 		$275K Sell
1,384
-10
-0.7% -$2.28K 0.03% 293
2025
Q4 		$303K Buy
1,394
+384
+38% +$79K 0.03% 272
2025
Q3 		$218K Buy
+1,010
New +$228K 0.02% 287
2024
Q1 		– Sell
-1,029
Closed -$215K – 247
2023
Q4 		$215K Buy
+1,029
New +$220K 0.03% 202
2023
Q3 		– Sell
-1,379
Closed -$291K – 193
2023
Q2 		$291K Buy
1,379
+10
+0.7% +$2.08K 0.04% 154
2023
Q1 		$282K Sell
1,369
-5,058
-79% -$1.05M 0.04% 143
2022
Q4 		$1.37M Sell
6,427
-918
-12% -$150K 0.21% 66
2022
Q3 		$969K Sell
7,345
-49
-0.7% -$7.51K 0.17% 77
2022
Q2 		$1.25M Sell
7,394
-20
-0.3% -$2.95K 0.19% 66
2022
Q1 		$988K Sell
7,414
-90
-1% -$18.1K 0.16% 72
2021
Q4 		$1.47M Sell
7,504
-1,672
-18% -$353K 0.23% 63
2021
Q3 		$2.02M Buy
9,176
+189
+2% +$42.2K 0.32% 51
2021
Q2 		$1.96M Buy
8,987
+407
+5% +$98.4K 0.32% 50
2021
Q1 		$2.01M Sell
8,580
-2,297
-21% -$511K 0.35% 44
2020
Q4 		$2.33M Buy
10,877
+1,884
+21% +$362K 0.42% 45
2020
Q3 		$1.51M Buy
8,993
+202
+2% +$34.4K 0.35% 50
2020
Q2 		$1.58M Buy
8,791
+2,514
+40% +$386K 0.47% 46
2020
Q1 		$820K Buy
+6,277
New +$1.72M 0.34% 52

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

INVST's BA Position: Q2 2026 in Review

INVST reduced its Boeing (BA) stake by 1.4% in Q2 2026, selling an estimated $4.23K and leaving 1,365 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #301.

INVST first reported a position in BA in Q1 2020 and has held it in 19 quarters since. The position peaked at $2.33M in Q4 2020. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • INVST held 1,365 shares of Boeing worth $295K as of Q2 2026.
  • INVST sold 19 Boeing shares in Q2 2026, an estimated $4.23K.
  • Boeing made up 0.03% of INVST's portfolio in Q2 2026, its #301 holding.
  • INVST first reported a position in Boeing in Q1 2020 and has held it in 19 quarters since.
  • INVST's Boeing position peaked at $2.33M in Q4 2020.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.