Oak Harvest Investment Services’s Boeing BA Stock Holding History

Oak Harvest Investment Services’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	$644K	Sell	2,975 -24,726	-89%	-$5.5M	0.06%	116
2026 Q1	$5.51M	Sell	27,701 -1,232	-4%	-$281K	0.58%	60
2025 Q4	$6.28M	Buy	28,933 +8,910	+44%	+$1.83M	0.69%	53
2025 Q3	$4.32M	Buy	20,023 +6,102	+44%	+$1.38M	0.5%	65
2025 Q2	$2.92M	Buy	13,921 +562	+4%	+$106K	0.37%	84
2025 Q1	$2.28M	Buy	+13,359	New	+$2.31M	0.32%	81
2024 Q2	–	Sell	-2,273	Closed	-$439K	–	122
2024 Q1	$439K	Sell	2,273 -2,514	-53%	-$517K	0.07%	101
2023 Q4	$1.25M	Buy	4,787 +1,442	+43%	+$308K	0.25%	71
2023 Q3	$641K	Buy	3,345 +1,327	+66%	+$290K	0.14%	80
2023 Q2	$426K	Buy	+2,018	New	+$419K	0.1%	88

Other funds holding BA

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Oak Harvest Investment Services's BA Position: Q2 2026 in Review

Oak Harvest Investment Services reduced its Boeing (BA) stake by 89% in Q2 2026, selling an estimated $5.5M and leaving 2,975 shares worth $644K. The position accounts for 0.06% of the portfolio, ranked #116.

Oak Harvest Investment Services first reported a position in BA in Q2 2023 and has held it in 10 quarters since. The position peaked at $6.28M in Q4 2025. 873 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Oak Harvest Investment Services held 2,975 shares of Boeing worth $644K as of Q2 2026.
Oak Harvest Investment Services sold 24,726 Boeing shares in Q2 2026, an estimated $5.5M.
Boeing made up 0.06% of Oak Harvest Investment Services's portfolio in Q2 2026, its #116 holding.
Oak Harvest Investment Services first reported a position in Boeing in Q2 2023 and has held it in 10 quarters since.
Oak Harvest Investment Services's Boeing position peaked at $6.28M in Q4 2025.
873 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.