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North Point Portfolio Managers’s Boeing BA Stock Holding History

North Point Portfolio Managers’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 		$10.6M Sell
57,119
-1,073
-2% -$230K 1.79% 25
2026
Q2 		$12.6M Sell
58,192
-1,883
-3% -$419K 2.08% 22
2026
Q1 		$12M Sell
60,075
-1,443
-2% -$329K 2.13% 24
2025
Q4 		$13.4M Buy
61,518
+705
+1% +$145K 2.26% 21
2025
Q3 		$13.1M Sell
60,813
-492
-0.8% -$111K 2.17% 23
2025
Q2 		$12.8M Sell
61,305
-1,153
-2% -$218K 2.2% 21
2025
Q1 		$10.7M Buy
62,458
+808
+1% +$140K 1.87% 31
2024
Q4 		$10.9M Sell
61,650
-2,073
-3% -$325K 1.9% 30
2024
Q3 		$9.69M Sell
63,723
-1,262
-2% -$216K 1.55% 34
2024
Q2 		$11.8M Buy
64,985
+28
+0% +$4.99K 2.08% 29
2024
Q1 		$12.5M Sell
64,957
-193
-0.3% -$39.7K 2.12% 28
2023
Q4 		$17M Buy
65,150
+44
+0.1% +$9.41K 3.09% 9
2023
Q3 		$12.5M Buy
65,106
+442
+0.7% +$96.7K 2.55% 14
2023
Q2 		$13.7M Sell
64,664
-17,256
-21% -$3.58M 2.7% 13
2023
Q1 		$17.4M Buy
81,920
+2,766
+3% +$575K 2.77% 13
2022
Q4 		$15.1M Buy
79,154
+2,768
+4% +$453K 2.53% 16
2022
Q3 		$9.25M Buy
+76,386
New +$11.7M 1.72% 31
2019
Q4 		– Sell
-553
Closed -$210K – 78
2019
Q3 		$210K Hold
553
– – 0.04% 69
2019
Q2 		$201K Hold
553
– – 0.04% 72
2019
Q1 		$211K Buy
+553
New +$213K 0.04% 69
2018
Q4 		– Sell
-590
Closed -$219K – 69
2018
Q3 		$219K Buy
+590
New +$207K 0.04% 71

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

North Point Portfolio Managers's BA Position: Q3 2026 in Review

North Point Portfolio Managers reduced its Boeing (BA) stake by 1.8% in Q3 2026, selling an estimated $230K and leaving 57,119 shares worth $10.6M. The position accounts for 1.79% of the portfolio, ranked #25.

North Point Portfolio Managers first reported a position in BA in Q3 2018 and has held it in 21 quarters since. The position peaked at $17.4M in Q1 2023. 333 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • North Point Portfolio Managers held 57,119 shares of Boeing worth $10.6M as of Q3 2026.
  • North Point Portfolio Managers sold 1,073 Boeing shares in Q3 2026, an estimated $230K.
  • Boeing made up 1.79% of North Point Portfolio Managers's portfolio in Q3 2026, its #25 holding.
  • North Point Portfolio Managers first reported a position in Boeing in Q3 2018 and has held it in 21 quarters since.
  • North Point Portfolio Managers's Boeing position peaked at $17.4M in Q1 2023.
  • 333 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.