Loring Wolcott & Coolidge Fiduciary Advisors’s Boeing BA Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$662K	Hold	3,060	–	–	0.01%	215
2026 Q1	$666K	Hold	3,060	–	–	0.01%	206
2025 Q4	$748K	Hold	3,060	–	–	0.01%	198
2025 Q3	$666K	Sell	3,060 -753	-20%	-$170K	0.01%	211
2025 Q2	$799K	Hold	3,813	–	–	0.01%	169
2025 Q1	$657K	Sell	3,813 -1,000	-21%	-$173K	0.01%	184
2024 Q4	$843K	Hold	4,813	–	–	0.01%	178
2024 Q3	$747K	Sell	4,813 -340	-7%	-$58.3K	0.01%	187
2024 Q2	$959K	Buy	5,153 +70	+1%	+$12.5K	0.01%	156
2024 Q1	$867K	Sell	5,083 -27	-0.5%	-$5.55K	0.01%	158
2023 Q4	$1.08M	Sell	5,110 -1,286	-20%	-$275K	0.01%	148
2023 Q3	$1.23M	Sell	6,396 -314	-5%	-$68.7K	0.01%	134
2023 Q2	$1.42M	Buy	6,710 +208	+3%	+$43.2K	0.02%	134
2023 Q1	$1.38M	Buy	6,502 +18	+0.3%	+$3.74K	0.02%	133
2022 Q4	$1.24M	Hold	6,484	–	–	0.02%	140
2022 Q3	$785K	Sell	6,484 -197	-3%	-$30.2K	0.01%	159
2022 Q2	$913K	Sell	6,681 -378	-5%	-$55.8K	0.01%	161
2022 Q1	$1.35M	Hold	7,059	–	–	0.01%	141
2021 Q4	$1.42M	Buy	7,059 +1,281	+22%	+$271K	0.01%	147
2021 Q3	$1.27M	Sell	5,778 -112	-2%	-$25K	0.01%	150
2021 Q2	$1.41M	Buy	5,890 +46	+0.8%	+$11.1K	0.01%	151
2021 Q1	$1.49M	Buy	5,844 +31	+0.5%	+$6.89K	0.02%	139
2020 Q4	$1.24M	Buy	5,813 +500	+9%	+$96.1K	0.01%	143
2020 Q3	$878K	Sell	5,313 -317	-6%	-$54K	0.01%	151
2020 Q2	$1.03M	Sell	5,630 -740	-12%	-$114K	0.01%	135
2020 Q1	$950K	Sell	6,370 -4,429	-41%	-$1.21M	0.02%	132
2019 Q4	$3.52M	Buy	10,799 +615	+6%	+$218K	0.05%	94
2019 Q3	$3.88M	Sell	10,184 -26	-0.3%	-$9.29K	0.06%	90
2019 Q2	$3.72M	Sell	10,210 -625	-6%	-$228K	0.05%	95
2019 Q1	$4.13M	Buy	10,835 +41	+0.4%	+$15.8K	0.06%	94
2018 Q4	$3.48M	Buy	10,794 +1,755	+19%	+$606K	0.06%	95
2018 Q3	$3.36M	Sell	9,039 -15	-0.2%	-$5.27K	0.05%	101
2018 Q2	$3.04M	Buy	9,054 +190	+2%	+$65.4K	0.05%	105
2018 Q1	$2.91M	Sell	8,864 -100	-1%	-$33.8K	0.05%	109
2017 Q4	$2.64M	Buy	8,964 +75	+0.8%	+$20.3K	0.05%	112
2017 Q3	$2.26M	Buy	8,889 +12	+0.1%	+$2.8K	0.04%	115
2017 Q2	$2.15M	Buy	8,877 +190	+2%	+$35.4K	0.04%	114
2017 Q1	$1.54M	Hold	8,687	–	–	0.03%	131
2016 Q4	$1.35M	Sell	8,687 -79	-0.9%	-$11.5K	0.03%	138
2016 Q3	$1.16M	Buy	8,766 +500	+6%	+$65.9K	0.03%	147
2016 Q2	$1.07M	Hold	8,266	–	–	0.02%	144
2016 Q1	$1.05M	Sell	8,266 -229	-3%	-$28.4K	0.02%	147
2015 Q4	$1.23M	Buy	8,495 +1,079	+15%	+$155K	0.03%	143
2015 Q3	$1.03M	Hold	7,416	–	–	0.03%	154
2015 Q2	$1.03M	Hold	7,416	–	–	0.03%	154
2015 Q1	$1.11M	Hold	7,416	–	–	0.03%	148
2014 Q4	$964K	Hold	7,416	–	–	0.02%	158
2014 Q3	$945K	Buy	7,416 +324	+5%	+$40.8K	0.03%	152
2014 Q2	$902K	Hold	7,092	–	–	0.02%	153
2014 Q1	$890K	Hold	7,092	–	–	0.02%	156
2013 Q4	$968K	Buy	7,092 +130	+2%	+$16.9K	0.03%	149
2013 Q3	$818K	Buy	6,962 +100	+1%	+$10.8K	0.03%	154
2013 Q2	$703K	Buy	+6,862	New	+$652K	0.02%	173

Other funds holding BA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's BA Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Boeing (BA) position steady in Q2 2026 at 3,060 shares worth $662K. The position accounts for 0.01% of the portfolio, ranked #215.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BA in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.13M in Q1 2019. 1,232 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 3,060 shares of Boeing worth $662K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Boeing share count unchanged in Q2 2026.
Boeing made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #215 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Boeing in Q2 2013 and has held it in 53 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Boeing position peaked at $4.13M in Q1 2019.
1,232 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.