Oak Family Advisors’s Boeing BA Stock Holding History

Oak Family 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	$11.4M	Sell	52,667 -2,513	-5%	-$559K	2.91%	8
2026 Q1	$11M	Sell	55,180 -11,763	-18%	-$2.68M	3.09%	5
2025 Q4	$14.5M	Buy	66,943 +9,271	+16%	+$1.91M	3.99%	3
2025 Q3	$12.4M	Sell	57,672 -118	-0.2%	-$26.6K	3.11%	4
2025 Q2	$12.1M	Sell	57,790 -2,832	-5%	-$535K	3.82%	4
2025 Q1	$10.3M	Buy	60,622 +4,680	+8%	+$810K	3.48%	6
2024 Q4	$9.9M	Buy	55,942 +21,576	+63%	+$3.39M	3.59%	5
2024 Q3	$5.23M	Buy	+34,366	New	+$5.89M	1.61%	19

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

Oak Family Advisors's BA Position: Q2 2026 in Review

Oak Family Advisors reduced its Boeing (BA) stake by 4.6% in Q2 2026, selling an estimated $559K and leaving 52,667 shares worth $11.4M. The position accounts for 2.91% of the portfolio, ranked #8.

Oak Family Advisors first reported a position in BA in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.5M in Q4 2025. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Oak Family Advisors held 52,667 shares of Boeing worth $11.4M as of Q2 2026.
Oak Family Advisors sold 2,513 Boeing shares in Q2 2026, an estimated $559K.
Boeing made up 2.91% of Oak Family Advisors's portfolio in Q2 2026, its #8 holding.
Oak Family Advisors first reported a position in Boeing in Q3 2024 and has held it in 8 quarters since.
Oak Family Advisors's Boeing position peaked at $14.5M in Q4 2025.
2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.