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J.W. Burns & Co’s Boeing BA Stock Holding History

J.W. Burns & Co’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 		$2.61M Sell
12,047
-195
-2% -$43.4K 0.27% 66
2026
Q1 		$2.44M Buy
12,242
+40
+0.3% +$9.11K 0.28% 66
2025
Q4 		$2.65M Buy
12,202
+50
+0.4% +$10.3K 0.29% 61
2025
Q3 		$2.62M Sell
12,152
-160
-1% -$36.1K 0.3% 61
2025
Q2 		$2.58M Sell
12,312
-450
-4% -$85K 0.31% 58
2025
Q1 		$2.18M Buy
12,762
+830
+7% +$144K 0.28% 68
2024
Q4 		$2.11M Buy
11,932
+6,777
+131% +$1.06M 0.27% 70
2024
Q3 		$784K Sell
5,155
-205
-4% -$35.2K 0.1% 114
2024
Q2 		$976K Sell
5,360
-947
-15% -$169K 0.13% 97
2024
Q1 		$1.22M Sell
6,307
-640
-9% -$132K 0.17% 89
2023
Q4 		$1.81M Sell
6,947
-360
-5% -$77K 0.27% 73
2023
Q3 		$1.4M Buy
7,307
+37
+0.5% +$8.1K 0.23% 79
2023
Q2 		$1.53M Sell
7,270
-234
-3% -$48.6K 0.25% 72
2023
Q1 		$1.59M Buy
7,504
+349
+5% +$72.5K 0.27% 69
2022
Q4 		$1.36M Sell
7,155
-57
-0.8% -$9.32K 0.25% 70
2022
Q3 		$873K Sell
7,212
-590
-8% -$90.5K 0.17% 85
2022
Q2 		$1.07M Sell
7,802
-3,579
-31% -$528K 0.2% 80
2022
Q1 		$2.18M Sell
11,381
-769
-6% -$154K 0.35% 61
2021
Q4 		$2.45M Sell
12,150
-1,835
-13% -$388K 0.35% 60
2021
Q3 		$3.08M Sell
13,985
-820
-6% -$183K 0.48% 52
2021
Q2 		$3.55M Buy
14,805
+1,088
+8% +$263K 0.56% 50
2021
Q1 		$3.49M Buy
13,717
+1,347
+11% +$299K 0.59% 51
2020
Q4 		$2.65M Sell
12,370
-84
-0.7% -$16.1K 0.47% 53
2020
Q3 		$2.06M Sell
12,454
-348
-3% -$59.3K 0.41% 59
2020
Q2 		$2.35M Sell
12,802
-1,100
-8% -$169K 0.52% 54
2020
Q1 		$2.07M Buy
13,902
+2,623
+23% +$718K 0.56% 54
2019
Q4 		$3.67M Buy
11,279
+1,215
+12% +$430K 0.78% 42
2019
Q3 		$3.83M Buy
10,064
+1,060
+12% +$379K 0.88% 38
2019
Q2 		$3.28M Buy
9,004
+332
+4% +$121K 0.76% 43
2019
Q1 		$3.31M Buy
8,672
+2,325
+37% +$895K 0.81% 42
2018
Q4 		$2.05M Buy
6,347
+670
+12% +$231K 0.57% 59
2018
Q3 		$2.11M Buy
5,677
+1,393
+33% +$489K 0.5% 63
2018
Q2 		$1.44M Buy
4,284
+441
+11% +$152K 0.37% 78
2018
Q1 		$1.26M Buy
3,843
+410
+12% +$139K 0.32% 84
2017
Q4 		$1.01M Buy
3,433
+50
+1% +$13.5K 0.26% 90
2017
Q3 		$860K Sell
3,383
-500
-13% -$117K 0.23% 94
2017
Q2 		$768K Hold
3,883
– – 0.21% 100
2017
Q1 		$687K Buy
3,883
+68
+2% +$11.6K 0.19% 103
2016
Q4 		$594K Buy
3,815
+25
+0.7% +$3.65K 0.17% 107
2016
Q3 		$499K Buy
3,790
+400
+12% +$52.7K 0.15% 109
2016
Q2 		$440K Hold
3,390
– – 0.13% 112
2016
Q1 		$430K Sell
3,390
-4
-0.1% -$496 0.14% 111
2015
Q4 		$491K Buy
3,394
+124
+4% +$17.9K 0.16% 109
2015
Q3 		$428K Buy
3,270
+250
+8% +$34.7K 0.15% 109
2015
Q2 		$419K Hold
3,020
– – 0.14% 115
2015
Q1 		$453K Hold
3,020
– – 0.15% 108
2014
Q4 		$393K Hold
3,020
– – 0.13% 113
2014
Q3 		$385K Hold
3,020
– – 0.13% 118
2014
Q2 		$384K Hold
3,020
– – 0.13% 122
2014
Q1 		$379K Buy
3,020
+336
+13% +$43.8K 0.13% 117
2013
Q4 		$366K Buy
2,684
+14
+0.5% +$1.82K 0.13% 119
2013
Q3 		$314K Sell
2,670
-100
-4% -$10.8K 0.12% 124
2013
Q2 		$284K Buy
+2,770
New +$263K 0.12% 124

Other funds holding BA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Common Retirement Fund
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Asset Management One
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

J.W. Burns & Co's BA Position: Q2 2026 in Review

J.W. Burns & Co reduced its Boeing (BA) stake by 1.6% in Q2 2026, selling an estimated $43.4K and leaving 12,047 shares worth $2.61M. The position accounts for 0.27% of the portfolio, ranked #66.

J.W. Burns & Co first reported a position in BA in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.83M in Q3 2019. 1,232 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • J.W. Burns & Co held 12,047 shares of Boeing worth $2.61M as of Q2 2026.
  • J.W. Burns & Co sold 195 Boeing shares in Q2 2026, an estimated $43.4K.
  • Boeing made up 0.27% of J.W. Burns & Co's portfolio in Q2 2026, its #66 holding.
  • J.W. Burns & Co first reported a position in Boeing in Q2 2013 and has held it in 53 quarters since.
  • J.W. Burns & Co's Boeing position peaked at $3.83M in Q3 2019.
  • 1,232 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.