MAM
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Milestone Asset Management’s Boeing BA Stock Holding History

Milestone Asset 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 		$310K Sell
1,432
-45
-3% -$10K 0.05% 219
2026
Q1 		$294K Buy
1,477
+4
+0.3% +$911 0.05% 203
2025
Q4 		$320K Buy
1,473
+453
+44% +$93.2K 0.06% 178
2025
Q3 		$220K Buy
1,020
+43
+4% +$9.7K 0.04% 208
2025
Q2 		$205K Buy
+977
New +$185K 0.04% 197

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

Milestone Asset Management's BA Position: Q2 2026 in Review

Milestone Asset Management reduced its Boeing (BA) stake by 3% in Q2 2026, selling an estimated $10K and leaving 1,432 shares worth $310K. The position accounts for 0.05% of the portfolio, ranked #219.

Milestone Asset Management first reported a position in BA in Q2 2025 and has held it in 5 quarters since. The position peaked at $320K in Q4 2025. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Milestone Asset Management held 1,432 shares of Boeing worth $310K as of Q2 2026.
  • Milestone Asset Management sold 45 Boeing shares in Q2 2026, an estimated $10K.
  • Boeing made up 0.05% of Milestone Asset Management's portfolio in Q2 2026, its #219 holding.
  • Milestone Asset Management first reported a position in Boeing in Q2 2025 and has held it in 5 quarters since.
  • Milestone Asset Management's Boeing position peaked at $320K in Q4 2025.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.