NERM
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New England Research & Management’s Boeing BA Stock Holding History

New England Research & 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 		– Sell
-3,058
Closed -$609K – 137
2026
Q1 		$609K Buy
+3,058
New +$696K 0.26% 100
2024
Q1 		– Sell
-2,503
Closed -$652K – 159
2023
Q4 		$652K Sell
2,503
-25
-1% -$5.35K 0.35% 93
2023
Q3 		$485K Sell
2,528
-75
-3% -$16.4K 0.28% 106
2023
Q2 		$550K Sell
2,603
-10
-0.4% -$2.08K 0.32% 86
2023
Q1 		$555K Hold
2,613
– – 0.33% 101
2022
Q4 		$498K Hold
2,613
– – 0.29% 107
2022
Q3 		$316K Hold
2,613
– – 0.2% 128
2022
Q2 		$357K Sell
2,613
-7
-0.3% -$1.03K 0.21% 123
2022
Q1 		$502K Buy
2,620
+480
+22% +$96.3K 0.26% 110
2021
Q4 		$431K Sell
2,140
-5,250
-71% -$1.11M 0.21% 119
2021
Q3 		$1.63M Buy
7,390
+100
+1% +$22.3K 0.85% 37
2021
Q2 		$1.75M Buy
7,290
+2,525
+53% +$610K 0.9% 37
2021
Q1 		$1.21M Buy
4,765
+3,340
+234% +$742K 0.67% 55
2020
Q4 		$305K Buy
+1,425
New +$274K 0.19% 133
2020
Q1 		– Sell
-2,920
Closed -$951K – 137
2019
Q4 		$951K Sell
2,920
-415
-12% -$147K 0.64% 57
2019
Q3 		$1.27M Sell
3,335
-420
-11% -$150K 0.92% 31
2019
Q2 		$1.37M Buy
3,755
+1,060
+39% +$387K 0.93% 28
2019
Q1 		$1.03M Sell
2,695
-660
-20% -$254K 0.69% 51
2018
Q4 		$1.08M Buy
3,355
+855
+34% +$295K 0.85% 39
2018
Q3 		$930K Buy
2,500
+875
+54% +$307K 0.6% 63
2018
Q2 		$545K Buy
1,625
+325
+25% +$112K 0.36% 102
2018
Q1 		$426K Sell
1,300
-1,645
-56% -$556K 0.29% 115
2017
Q4 		$869K Sell
2,945
-2,505
-46% -$678K 0.62% 65
2017
Q3 		$1.39M Sell
5,450
-675
-11% -$157K 1.01% 29
2017
Q2 		$1.21M Sell
6,125
-325
-5% -$60.5K 0.9% 35
2017
Q1 		$1.14M Sell
6,450
-350
-5% -$59.6K 0.88% 32
2016
Q4 		$1.06M Sell
6,800
-4,190
-38% -$612K 0.83% 33
2016
Q3 		$1.45M Buy
10,990
+1,190
+12% +$157K 1.21% 17
2016
Q2 		$1.27M Sell
9,800
-727
-7% -$94.8K 1.1% 25
2016
Q1 		$1.34M Buy
10,527
+1,600
+18% +$199K 1.14% 20
2015
Q4 		$1.29M Buy
8,927
+2,600
+41% +$374K 1.12% 18
2015
Q3 		$829K Buy
6,327
+250
+4% +$34.7K 0.79% 41
2015
Q2 		$843K Buy
6,077
+2,577
+74% +$376K 0.69% 51
2015
Q1 		$525K Sell
3,500
-2,225
-39% -$324K 0.45% 85
2014
Q4 		$744K Buy
5,725
+825
+17% +$105K 0.64% 61
2014
Q3 		$624K Buy
4,900
+150
+3% +$18.9K 0.54% 79
2014
Q2 		$604K Buy
4,750
+1,050
+28% +$137K 0.54% 79
2014
Q1 		$464K Buy
+3,700
New +$482K 0.43% 96

Other funds holding BA

Ninety One (UK)
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
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

New England Research & Management's BA Position: Q2 2026 in Review

New England Research & Management sold out of Boeing (BA) in Q2 2026, closing a stake of 3,058 shares — an estimated $609K sold.

New England Research & Management first reported a position in BA in Q1 2014 and held it in 38 quarters. The position peaked at $1.75M in Q2 2021. 643 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • New England Research & Management reported no remaining Boeing position as of Q2 2026 after selling out during the quarter.
  • New England Research & Management sold 3,058 Boeing shares in Q2 2026, an estimated $609K.
  • New England Research & Management first reported a position in Boeing in Q1 2014 and held it in 38 quarters.
  • New England Research & Management's Boeing position peaked at $1.75M in Q2 2021.
  • 643 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.