MB, Levis & Associates’s Boeing BA Stock Holding History

MB, Levis & 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	$42.9K	Sell	230 -60	-21%	-$12.9K	0.02%	111
2026 Q2	$62.8K	Hold	290	–	–	0.02%	98
2026 Q1	$57.8K	Hold	290	–	–	0.02%	99
2025 Q4	$63K	Hold	290	–	–	0.03%	98
2025 Q3	$62.7K	Hold	290	–	–	0.03%	98
2025 Q2	$60.8K	Hold	290	–	–	0.03%	112
2025 Q1	$49.5K	Hold	290	–	–	0.02%	121
2024 Q4	$51.4K	Sell	290 -207	-42%	-$32.5K	0.03%	113
2024 Q3	$75.6K	Sell	497 -76	-13%	-$13K	0.04%	103
2024 Q2	$104K	Hold	573	–	–	0.05%	80
2024 Q1	$111K	Hold	573	–	–	0.06%	80
2023 Q4	$149K	Hold	573	–	–	0.09%	63
2023 Q3	$110K	Hold	573	–	–	0.07%	71
2023 Q2	$121K	Buy	573 +100	+21%	+$20.8K	0.08%	72
2023 Q1	$100K	Hold	473	–	–	0.07%	79
2022 Q4	$90.1K	Buy	+473	New	+$77.4K	0.07%	78

Other funds holding BA

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

MB, Levis & Associates's BA Position: Q3 2026 in Review

MB, Levis & Associates reduced its Boeing (BA) stake by 21% in Q3 2026, selling an estimated $12.9K and leaving 230 shares worth $42.9K. The position accounts for 0.02% of the portfolio, ranked #111.

MB, Levis & Associates first reported a position in BA in Q4 2022 and has held it in 16 quarters since. The position peaked at $149K in Q4 2023. 557 funds tracked by Wall St. Rank hold BA as of Q3 2026.

MB, Levis & Associates held 230 shares of Boeing worth $42.9K as of Q3 2026.
MB, Levis & Associates sold 60 Boeing shares in Q3 2026, an estimated $12.9K.
Boeing made up 0.02% of MB, Levis & Associates's portfolio in Q3 2026, its #111 holding.
MB, Levis & Associates first reported a position in Boeing in Q4 2022 and has held it in 16 quarters since.
MB, Levis & Associates's Boeing position peaked at $149K in Q4 2023.
557 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.