Morton Capital Management’s Boeing BA Stock Holding History

Morton Capital 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	$338K	Buy	1,563 +182	+13%	+$40.5K	0.05%	111
2026 Q1	$275K	Hold	1,381	–	–	0.04%	104
2025 Q4	$300K	Buy	1,381 +5	+0.4%	+$1.03K	0.05%	99
2025 Q3	$297K	Hold	1,376	–	–	0.05%	95
2025 Q2	$288K	Sell	1,376 -250	-15%	-$47.2K	0.05%	94
2025 Q1	$277K	Sell	1,626 -25	-2%	-$4.33K	0.05%	91
2024 Q4	$292K	Buy	1,651 +9	+0.5%	+$1.41K	0.06%	88
2024 Q3	$250K	Sell	1,642 -10	-0.6%	-$1.72K	0.05%	94
2024 Q2	$301K	Hold	1,652	–	–	0.07%	76
2024 Q1	$319K	Sell	1,652 -42	-2%	-$8.63K	0.09%	74
2023 Q4	$442K	Sell	1,694 -138	-8%	-$29.5K	0.13%	63
2023 Q3	$351K	Buy	1,832 +7	+0.4%	+$1.53K	0.12%	65
2023 Q2	$385K	Hold	1,825	–	–	0.13%	66
2023 Q1	$388K	Sell	1,825 -457	-20%	-$95K	0.14%	64
2022 Q4	$435K	Buy	2,282 +477	+26%	+$78K	0.17%	55
2022 Q3	$219K	Sell	1,805 -109	-6%	-$16.7K	0.1%	72
2022 Q2	$262K	Sell	1,914 -121	-6%	-$17.8K	0.11%	72
2022 Q1	$390K	Buy	2,035 +408	+25%	+$81.9K	0.16%	55
2021 Q4	$328K	Buy	+1,627	New	+$344K	0.13%	64

Other funds holding BA

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Morton Capital Management's BA Position: Q2 2026 in Review

Morton Capital Management increased its Boeing (BA) stake by 13% in Q2 2026, buying an estimated $40.5K and bringing the position to 1,563 shares worth $338K. The position accounts for 0.05% of the portfolio, ranked #111.

Morton Capital Management first reported a position in BA in Q4 2021 and has held it in 19 quarters since. The position peaked at $442K in Q4 2023. 789 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Morton Capital Management held 1,563 shares of Boeing worth $338K as of Q2 2026.
Morton Capital Management bought 182 Boeing shares in Q2 2026, an estimated $40.5K.
Boeing made up 0.05% of Morton Capital Management's portfolio in Q2 2026, its #111 holding.
Morton Capital Management first reported a position in Boeing in Q4 2021 and has held it in 19 quarters since.
Morton Capital Management's Boeing position peaked at $442K in Q4 2023.
789 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.