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Montgomery Financial Services’s Boeing BA Stock Holding History

Montgomery Financial Services’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 		$11.7K Buy
+54
New +$12K 0.01% 158

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Montgomery Financial Services's BA Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Boeing (BA) in Q2 2026: 54 shares worth $11.7K. The stake represents 0.01% of the portfolio and ranks #158 among its holdings.

2,499 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Montgomery Financial Services held 54 shares of Boeing worth $11.7K as of Q2 2026.
  • Boeing was a new Montgomery Financial Services position in Q2 2026.
  • Boeing made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #158 holding.
  • 2,499 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.