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Mount Yale Investment Advisors’s Boeing BA Stock Holding History

Mount Yale Investment Advisors’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 		$4.01M Sell
18,535
-211
-1% -$46.9K 0.07% 257
2026
Q1 		$3.73M Buy
18,746
+6,907
+58% +$1.57M 0.09% 236
2025
Q4 		$2.57M Buy
11,839
+2,458
+26% +$506K 0.12% 162
2025
Q3 		$2.02M Buy
9,381
+4,876
+108% +$1.1M 0.14% 161
2025
Q2 		$944K Sell
4,505
-1,053
-19% -$199K 0.07% 217
2025
Q1 		$948K Buy
5,558
+1,673
+43% +$290K 0.08% 204
2024
Q4 		$688K Buy
3,885
+635
+20% +$99.7K 0.06% 282
2024
Q3 		$494K Buy
3,250
+163
+5% +$27.9K 0.05% 347
2024
Q2 		$562K Sell
3,087
-837
-21% -$149K 0.04% 318
2024
Q1 		$757K Buy
3,924
+14
+0.4% +$2.88K 0.06% 280
2023
Q4 		$1.02M Buy
3,910
+965
+33% +$206K 0.1% 199
2023
Q3 		$564K Buy
+2,945
New +$644K 0.06% 283
2022
Q3 		– Sell
-1,622
Closed -$222K – 448
2022
Q2 		$222K Sell
1,622
-24
-1% -$3.54K 0.03% 419
2022
Q1 		$315K Buy
1,646
+92
+6% +$18.5K 0.03% 354
2021
Q4 		$313K Sell
1,554
-52
-3% -$11K 0.03% 364
2021
Q3 		$353K Sell
1,606
-1,085
-40% -$242K 0.04% 325
2021
Q2 		$645K Buy
2,691
+861
+47% +$208K 0.08% 233
2021
Q1 		$466K Sell
1,830
-18
-1% -$4K 0.06% 270
2020
Q4 		$396K Buy
+1,848
New +$355K 0.06% 272
2019
Q2 		– Sell
-575
Closed -$219K – 319
2019
Q1 		$219K Sell
575
-545
-49% -$210K 0.04% 280
2018
Q4 		$452K Sell
1,120
-193
-15% -$66.7K 0.09% 196
2018
Q3 		$488K Buy
1,313
+321
+32% +$113K 0.09% 176
2018
Q2 		$333K Buy
992
+662
+201% +$228K 0.06% 239
2018
Q1 		$108K Buy
+330
New +$111K 0.02% 430

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's BA Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Boeing (BA) stake by 1.1% in Q2 2026, selling an estimated $46.9K and leaving 18,535 shares worth $4.01M. The position accounts for 0.07% of the portfolio, ranked #257.

Mount Yale Investment Advisors first reported a position in BA in Q1 2018 and has held it in 24 quarters since. 2,633 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Mount Yale Investment Advisors held 18,535 shares of Boeing worth $4.01M as of Q2 2026.
  • Mount Yale Investment Advisors sold 211 Boeing shares in Q2 2026, an estimated $46.9K.
  • Boeing made up 0.07% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #257 holding.
  • Mount Yale Investment Advisors first reported a position in Boeing in Q1 2018 and has held it in 24 quarters since.
  • 2,633 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.