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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

North Point Portfolio Managers's BA Position: Q2 2026 in Review

North Point Portfolio Managers reduced its Boeing (BA) stake by 3.1% in Q2 2026, selling an estimated $419K and leaving 58,192 shares worth $12.6M. The position accounts for 2.08% of the portfolio, ranked #22.

North Point Portfolio Managers first reported a position in BA in Q3 2018 and has held it in 20 quarters since. The position peaked at $17.4M in Q1 2023. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

North Point Portfolio Managers held 58,192 shares of Boeing worth $12.6M as of Q2 2026.
North Point Portfolio Managers sold 1,883 Boeing shares in Q2 2026, an estimated $419K.
Boeing made up 2.08% of North Point Portfolio Managers's portfolio in Q2 2026, its #22 holding.
North Point Portfolio Managers first reported a position in Boeing in Q3 2018 and has held it in 20 quarters since.
North Point Portfolio Managers's Boeing position peaked at $17.4M in Q1 2023.
2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on North Point Portfolio Managers's 13F filing for Q2 2026, filed 31 Jul 2026.