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Marshall Investment Management’s Boeing BA Stock Holding History

Marshall Investment Management’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 		$52.4K Buy
242
+57
+31% +$12.7K 0.02% 124
2026
Q1 		$36.8K Buy
+185
New +$42.1K 0.02% 132
2025
Q2 		– Sell
-130
Closed -$22.2K – 39
2025
Q1 		$22.2K Buy
+130
New +$22.5K 0.01% 140

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

Marshall Investment Management's BA Position: Q2 2026 in Review

Marshall Investment Management increased its Boeing (BA) stake by 31% in Q2 2026, buying an estimated $12.7K and bringing the position to 242 shares worth $52.4K. The position accounts for 0.02% of the portfolio, ranked #124.

Marshall Investment Management first reported a position in BA in Q1 2025 and has held it in 3 quarters since. 2,626 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Marshall Investment Management held 242 shares of Boeing worth $52.4K as of Q2 2026.
  • Marshall Investment Management bought 57 Boeing shares in Q2 2026, an estimated $12.7K.
  • Boeing made up 0.02% of Marshall Investment Management's portfolio in Q2 2026, its #124 holding.
  • Marshall Investment Management first reported a position in Boeing in Q1 2025 and has held it in 3 quarters since.
  • 2,626 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.