Morningstar Investment Management’s Boeing BA Stock Holding History

Morningstar Investment 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	$1.77M	Hold	8,872	–	–	0.11%	181
2026 Q1	$1.77M	Buy	8,872 +694	+8%	+$158K	0.11%	179
2025 Q4	$1.78M	Sell	8,178 -41,650	-84%	-$8.57M	0.1%	180
2025 Q3	$10.8M	Buy	+49,828	New	+$11.2M	0.4%	51
2023 Q4	–	Sell	-1,581	Closed	-$303K	–	200
2023 Q3	$303K	Hold	1,581	–	–	0.04%	125
2023 Q2	$334K	Buy	+1,581	New	+$328K	0.04%	122

Other funds holding BA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

Morningstar Investment Management's BA Position: Q2 2026 in Review

Morningstar Investment Management held its Boeing (BA) position steady in Q2 2026 at 8,872 shares worth $1.77M. The position accounts for 0.11% of the portfolio, ranked #181.

Morningstar Investment Management first reported a position in BA in Q2 2023 and has held it in 6 quarters since. The position peaked at $10.8M in Q3 2025. 1,109 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Morningstar Investment Management held 8,872 shares of Boeing worth $1.77M as of Q2 2026.
Morningstar Investment Management left its Boeing share count unchanged in Q2 2026.
Boeing made up 0.11% of Morningstar Investment Management's portfolio in Q2 2026, its #181 holding.
Morningstar Investment Management first reported a position in Boeing in Q2 2023 and has held it in 6 quarters since.
Morningstar Investment Management's Boeing position peaked at $10.8M in Q3 2025.
1,109 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.