Klingman & Associates
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
Q3 		$214K Sell
1,151
-239
-17% -$51.2K 0.01% 398
2026
Q2 		$301K Sell
1,390
-88
-6% -$19.6K 0.01% 267
2026
Q1 		$294K Buy
1,478
+33
+2% +$7.52K 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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Klingman & Associates's BA Position: Q3 2026 in Review

Klingman & Associates reduced its Boeing (BA) stake by 17% in Q3 2026, selling an estimated $51.2K and leaving 1,151 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #398.

Klingman & Associates first reported a position in BA in Q2 2025 and has held it in 6 quarters since. The position peaked at $409K in Q3 2025. 615 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Klingman & Associates held 1,151 shares of Boeing worth $214K as of Q3 2026.
  • Klingman & Associates sold 239 Boeing shares in Q3 2026, an estimated $51.2K.
  • Boeing made up 0.01% of Klingman & Associates's portfolio in Q3 2026, its #398 holding.
  • Klingman & Associates first reported a position in Boeing in Q2 2025 and has held it in 6 quarters since.
  • Klingman & Associates's Boeing position peaked at $409K in Q3 2025.
  • 615 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.