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J.W. Cole Advisors’s Boeing BA Stock Holding History

J.W. Cole Advisors’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 		$11.3M Sell
52,338
-3,976
-7% -$885K 0.19% 110
2026
Q1 		$11.2M Buy
56,314
+1,493
+3% +$340K 0.38% 54
2025
Q4 		$10.8M Buy
54,821
+1,004
+2% +$206K 0.26% 73
2025
Q3 		$11.6M Buy
53,817
+734
+1% +$165K 0.22% 88
2025
Q2 		$11.1M Buy
53,083
+3,168
+6% +$598K 0.24% 80
2025
Q1 		$8.51M Buy
49,915
+26,550
+114% +$4.6M 0.26% 70
2024
Q4 		$4.14M Buy
23,365
+5,016
+27% +$787K 0.17% 131
2024
Q3 		$2.79M Sell
18,349
-3,245
-15% -$556K 0.12% 179
2024
Q2 		$3.93M Sell
21,594
-4,076
-16% -$727K 0.18% 118
2024
Q1 		$4.95M Sell
25,670
-3,463
-12% -$712K 0.25% 91
2023
Q4 		$7.59M Buy
29,133
+1,596
+6% +$341K 0.44% 43
2023
Q3 		$5.28M Sell
27,537
-157
-0.6% -$34.4K 0.39% 53
2023
Q2 		$5.85M Sell
27,694
-354
-1% -$73.5K 0.42% 47
2023
Q1 		$5.96M Sell
28,048
-1,673
-6% -$348K 0.42% 45
2022
Q4 		$5.66M Sell
29,721
-1,649
-5% -$270K 0.44% 48
2022
Q3 		$3.8M Buy
31,370
+486
+2% +$74.5K 0.32% 76
2022
Q2 		$4.22M Buy
30,884
+840
+3% +$124K 0.34% 64
2022
Q1 		$5.75M Buy
30,044
+1,211
+4% +$243K 0.39% 55
2021
Q4 		$5.8M Sell
28,833
-47
-0.2% -$9.93K 0.38% 52
2021
Q3 		$6.35M Sell
28,880
-1,603
-5% -$357K 0.45% 38
2021
Q2 		$7.3M Buy
30,483
+2,073
+7% +$501K 0.57% 31
2021
Q1 		$7.24M Buy
28,410
+4,662
+20% +$1.04M 0.7% 22
2020
Q4 		$5.08M Sell
23,748
-9,056
-28% -$1.74M 0.53% 35
2020
Q3 		$5.42M Buy
32,804
+13,052
+66% +$2.22M 0.42% 52
2020
Q2 		$3.62M Buy
+19,752
New +$3.04M 0.54% 45
2020
Q1 		– Sell
-5,389
Closed -$1.76M – 133
2019
Q4 		$1.76M Buy
+5,389
New +$1.91M 0.22% 122

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

J.W. Cole Advisors's BA Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Boeing (BA) stake by 7.1% in Q2 2026, selling an estimated $885K and leaving 52,338 shares worth $11.3M. The position accounts for 0.19% of the portfolio, ranked #110.

J.W. Cole Advisors first reported a position in BA in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.6M in Q3 2025. 2,623 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • J.W. Cole Advisors held 52,338 shares of Boeing worth $11.3M as of Q2 2026.
  • J.W. Cole Advisors sold 3,976 Boeing shares in Q2 2026, an estimated $885K.
  • Boeing made up 0.19% of J.W. Cole Advisors's portfolio in Q2 2026, its #110 holding.
  • J.W. Cole Advisors first reported a position in Boeing in Q4 2019 and has held it in 26 quarters since.
  • J.W. Cole Advisors's Boeing position peaked at $11.6M in Q3 2025.
  • 2,623 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.