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Montz Harcus Wealth Management’s Boeing BA Stock Holding History

Montz Harcus Wealth 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 		$714K Sell
3,297
-102
-3% -$22.7K 0.25% 40
2026
Q1 		$676K Sell
3,399
-13
-0.4% -$2.96K 0.27% 39
2025
Q4 		$741K Sell
3,412
-2
-0.1% -$411 0.3% 36
2025
Q3 		$737K Buy
3,414
+16
+0.5% +$3.61K 0.32% 35
2025
Q2 		$712K Buy
3,398
+7
+0.2% +$1.32K 0.34% 34
2025
Q1 		$578K Sell
3,391
-5
-0.1% -$865 0.32% 34
2024
Q4 		$601K Sell
3,396
-114
-3% -$17.9K 0.34% 36
2024
Q3 		$534K Sell
3,510
-173
-5% -$29.7K 0.31% 35
2024
Q2 		$670K Sell
3,683
-113
-3% -$20.1K 0.43% 27
2024
Q1 		$733K Sell
3,796
-5
-0.1% -$1.03K 0.5% 25
2023
Q4 		$991K Buy
3,801
+1
+0% +$214 0.76% 20
2023
Q3 		$728K Buy
3,800
+8
+0.2% +$1.75K 0.62% 21
2023
Q2 		$801K Buy
3,792
+75
+2% +$15.6K 0.66% 20
2023
Q1 		$790K Sell
3,717
-151
-4% -$31.4K 0.73% 21
2022
Q4 		$737K Buy
3,868
+18
+0.5% +$2.94K 0.73% 21
2022
Q3 		$466K Buy
3,850
+164
+4% +$25.2K 0.51% 23
2022
Q2 		$504K Buy
3,686
+100
+3% +$14.8K 0.53% 23
2022
Q1 		$687K Buy
3,586
+671
+23% +$135K 0.62% 23
2021
Q4 		$587K Buy
+2,915
New +$616K 0.51% 26

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

Montz Harcus Wealth Management's BA Position: Q2 2026 in Review

Montz Harcus Wealth Management reduced its Boeing (BA) stake by 3% in Q2 2026, selling an estimated $22.7K and leaving 3,297 shares worth $714K. The position accounts for 0.25% of the portfolio, ranked #40.

Montz Harcus Wealth Management first reported a position in BA in Q4 2021 and has held it in 19 quarters since. The position peaked at $991K in Q4 2023. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Montz Harcus Wealth Management held 3,297 shares of Boeing worth $714K as of Q2 2026.
  • Montz Harcus Wealth Management sold 102 Boeing shares in Q2 2026, an estimated $22.7K.
  • Boeing made up 0.25% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Montz Harcus Wealth Management first reported a position in Boeing in Q4 2021 and has held it in 19 quarters since.
  • Montz Harcus Wealth Management's Boeing position peaked at $991K in Q4 2023.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.