KA
BA icon

Klingman & Associates’s Boeing BA Stock Holding History

Klingman & 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 		$301K Sell
1,390
-88
-6% -$19.6K 0.01% 267
2026
Q1 		$294K Buy
1,478
+33
+2% +$7.51K 0.01% 261
2025
Q4 		$314K Sell
1,445
-448
-24% -$92.1K 0.02% 248
2025
Q3 		$409K Buy
1,893
+771
+69% +$174K 0.02% 217
2025
Q2 		$235K Buy
+1,122
New +$212K 0.01% 279

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

Klingman & Associates's BA Position: Q2 2026 in Review

Klingman & Associates reduced its Boeing (BA) stake by 6% in Q2 2026, selling an estimated $19.6K and leaving 1,390 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #267.

Klingman & Associates first reported a position in BA in Q2 2025 and has held it in 5 quarters since. The position peaked at $409K in Q3 2025. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Klingman & Associates held 1,390 shares of Boeing worth $301K as of Q2 2026.
  • Klingman & Associates sold 88 Boeing shares in Q2 2026, an estimated $19.6K.
  • Boeing made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #267 holding.
  • Klingman & Associates first reported a position in Boeing in Q2 2025 and has held it in 5 quarters since.
  • Klingman & Associates's Boeing position peaked at $409K in Q3 2025.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.