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Jones Kertz & Associates’s Boeing BA Stock Holding History

Jones Kertz & Associates’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 		$1.56M Sell
7,213
-300
-4% -$66.7K 0.72% 38
2026
Q1 		$1.5M Hold
7,513
– – 0.79% 40
2025
Q4 		$1.63M Buy
+7,513
New +$1.55M 0.84% 34

Other funds holding BA

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Kertz & Associates's BA Position: Q2 2026 in Review

Jones Kertz & Associates reduced its Boeing (BA) stake by 4% in Q2 2026, selling an estimated $66.7K and leaving 7,213 shares worth $1.56M. The position accounts for 0.72% of the portfolio, ranked #38.

Jones Kertz & Associates first reported a position in BA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.63M in Q4 2025. 1,571 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Jones Kertz & Associates held 7,213 shares of Boeing worth $1.56M as of Q2 2026.
  • Jones Kertz & Associates sold 300 Boeing shares in Q2 2026, an estimated $66.7K.
  • Boeing made up 0.72% of Jones Kertz & Associates's portfolio in Q2 2026, its #38 holding.
  • Jones Kertz & Associates first reported a position in Boeing in Q4 2025 and has held it in 3 quarters since.
  • Jones Kertz & Associates's Boeing position peaked at $1.63M in Q4 2025.
  • 1,571 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.