Northern Financial Advisors’s Boeing BA Stock Holding History

Northern Financial 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	$236K	Sell	1,090 -5	-0.5%	-$1.11K	0.16%	97
2026 Q1	$218K	Buy	+1,095	New	+$249K	0.16%	102
2025 Q4	–	Sell	-1,064	Closed	-$230K	–	93
2025 Q3	$230K	Buy	+1,064	New	+$240K	0.12%	118
2024 Q3	–	Sell	-1,196	Closed	-$218K	–	105
2024 Q2	$218K	Sell	1,196 -578	-33%	-$103K	0.17%	103
2024 Q1	$342K	Sell	1,774 -1,162	-40%	-$239K	0.27%	92
2023 Q4	$765K	Buy	2,936 +411	+16%	+$87.9K	0.64%	53
2023 Q3	$484K	Buy	2,525 +479	+23%	+$105K	0.44%	70
2023 Q2	$379K	Buy	2,046 +141	+7%	+$29.3K	0.33%	79
2023 Q1	$373K	Buy	+1,905	New	+$396K	0.35%	78

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

Northern Financial Advisors's BA Position: Q2 2026 in Review

Northern Financial Advisors reduced its Boeing (BA) stake by 0.46% in Q2 2026, selling an estimated $1.11K and leaving 1,090 shares worth $236K. The position accounts for 0.16% of the portfolio, ranked #97.

Northern Financial Advisors first reported a position in BA in Q1 2023 and has held it in 9 quarters since. The position peaked at $765K in Q4 2023. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Northern Financial Advisors held 1,090 shares of Boeing worth $236K as of Q2 2026.
Northern Financial Advisors sold 5 Boeing shares in Q2 2026, an estimated $1.11K.
Boeing made up 0.16% of Northern Financial Advisors's portfolio in Q2 2026, its #97 holding.
Northern Financial Advisors first reported a position in Boeing in Q1 2023 and has held it in 9 quarters since.
Northern Financial Advisors's Boeing position peaked at $765K in Q4 2023.
2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.