MSH Capital Advisors
BA icon

MSH Capital Advisors’s Boeing BA Stock Holding History

MSH Capital 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
Q3 		$529K Buy
2,841
+22
+0.8% +$4.72K 0.08% 200
2026
Q2 		$610K Buy
2,819
+125
+5% +$27.8K 0.11% 173
2026
Q1 		$536K Sell
2,694
-75
-3% -$17.1K 0.11% 171
2025
Q4 		$601K Buy
2,769
+117
+4% +$24.1K 0.13% 163
2025
Q3 		$572K Buy
2,652
+75
+3% +$16.9K 0.15% 154
2025
Q2 		$540K Sell
2,577
-509
-16% -$96.1K 0.16% 153
2025
Q1 		$526K Sell
3,086
-50
-2% -$8.65K 0.16% 143
2024
Q4 		$555K Buy
+3,136
New +$492K 0.17% 136
2024
Q3 		– Sell
-1,160
Closed -$211K – 229
2024
Q2 		$211K Buy
1,160
+17
+1% +$3.03K 0.07% 213
2024
Q1 		$221K Sell
1,143
-20
-2% -$4.11K 0.08% 196
2023
Q4 		$303K Sell
1,163
-261
-18% -$55.8K 0.11% 161
2023
Q3 		$273K Buy
+1,424
New +$312K 0.11% 176
2023
Q2 		– Sell
-984
Closed -$209K – 214
2023
Q1 		$209K Sell
984
-342
-26% -$71.1K 0.09% 186
2022
Q4 		$253K Sell
1,326
-347
-21% -$56.8K 0.11% 172
2022
Q3 		$203K Sell
1,673
-100
-6% -$15.3K 0.1% 181
2022
Q2 		$242K Sell
1,773
-88
-5% -$13K 0.11% 167
2022
Q1 		$356K Buy
+1,861
New +$374K 0.15% 139

Other funds holding BA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

MSH Capital Advisors's BA Position: Q3 2026 in Review

MSH Capital Advisors increased its Boeing (BA) stake by 0.78% in Q3 2026, buying an estimated $4.72K and bringing the position to 2,841 shares worth $529K. The position accounts for 0.08% of the portfolio, ranked #200.

MSH Capital Advisors first reported a position in BA in Q1 2022 and has held it in 17 quarters since. The position peaked at $610K in Q2 2026. 1,677 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • MSH Capital Advisors held 2,841 shares of Boeing worth $529K as of Q3 2026.
  • MSH Capital Advisors bought 22 Boeing shares in Q3 2026, an estimated $4.72K.
  • Boeing made up 0.08% of MSH Capital Advisors's portfolio in Q3 2026, its #200 holding.
  • MSH Capital Advisors first reported a position in Boeing in Q1 2022 and has held it in 17 quarters since.
  • MSH Capital Advisors's Boeing position peaked at $610K in Q2 2026.
  • 1,677 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on MSH Capital Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.