MHWM
BA icon

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
Q3 		$577K Sell
3,103
-194
-6% -$41.6K 0.2% 49
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Montz Harcus Wealth Management's BA Position: Q3 2026 in Review

Montz Harcus Wealth Management reduced its Boeing (BA) stake by 5.9% in Q3 2026, selling an estimated $41.6K and leaving 3,103 shares worth $577K. The position accounts for 0.2% of the portfolio, ranked #49.

Montz Harcus Wealth Management first reported a position in BA in Q4 2021 and has held it in 20 quarters since. The position peaked at $991K in Q4 2023. 123 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Montz Harcus Wealth Management held 3,103 shares of Boeing worth $577K as of Q3 2026.
  • Montz Harcus Wealth Management sold 194 Boeing shares in Q3 2026, an estimated $41.6K.
  • Boeing made up 0.2% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #49 holding.
  • Montz Harcus Wealth Management first reported a position in Boeing in Q4 2021 and has held it in 20 quarters since.
  • Montz Harcus Wealth Management's Boeing position peaked at $991K in Q4 2023.
  • 123 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.