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Old North State Wealth Management’s Boeing BA Stock Holding History

Old North State Wealth Management’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 		$8.18M Buy
37,790
+3,825
+11% +$851K 3.49% 4
2026
Q1 		$6.76M Buy
33,965
+6,479
+24% +$1.48M 3.13% 6
2025
Q4 		$5.97M Buy
27,486
+4,810
+21% +$989K 2.8% 7
2025
Q3 		$4.89M Buy
22,676
+1,280
+6% +$289K 2.29% 11
2025
Q2 		$4.48M Buy
21,396
+160
+0.8% +$30.2K 2.34% 11
2025
Q1 		$3.62M Buy
21,236
+1,079
+5% +$187K 2.02% 12
2024
Q4 		$3.57M Buy
20,157
+400
+2% +$62.8K 2.01% 15
2024
Q3 		$3M Buy
19,757
+305
+2% +$52.3K 1.68% 23
2024
Q2 		$3.54M Buy
19,452
+139
+0.7% +$24.8K 2.33% 12
2024
Q1 		$3.73M Sell
19,313
-681
-3% -$140K 2.43% 13
2023
Q4 		$5.21M Sell
19,994
-200
-1% -$42.8K 3.85% 5
2023
Q3 		$3.87M Sell
20,194
-603
-3% -$132K 3.4% 6
2023
Q2 		$4.39M Sell
20,797
-1,305
-6% -$271K 3.85% 4
2023
Q1 		$4.7M Buy
22,102
+300
+1% +$62.3K 4.39% 3
2022
Q4 		$4.15M Buy
21,802
+765
+4% +$125K 4.17% 4
2022
Q3 		$2.55M Buy
21,037
+683
+3% +$105K 2.94% 12
2022
Q2 		$2.78M Buy
20,354
+4,594
+29% +$678K 3.17% 10
2022
Q1 		$3.02M Buy
15,760
+80
+0.5% +$16.1K 3.02% 11
2021
Q4 		$3.16M Buy
+15,680
New +$3.31M 3.18% 11

Other funds holding BA

Ninety One (UK)
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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Old North State Wealth Management's BA Position: Q2 2026 in Review

Old North State Wealth Management increased its Boeing (BA) stake by 11% in Q2 2026, buying an estimated $851K and bringing the position to 37,790 shares worth $8.18M. The position accounts for 3.49% of the portfolio, ranked #4.

Old North State Wealth Management first reported a position in BA in Q4 2021 and has held it in 19 quarters since. 524 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Old North State Wealth Management held 37,790 shares of Boeing worth $8.18M as of Q2 2026.
  • Old North State Wealth Management bought 3,825 Boeing shares in Q2 2026, an estimated $851K.
  • Boeing made up 3.49% of Old North State Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Old North State Wealth Management first reported a position in Boeing in Q4 2021 and has held it in 19 quarters since.
  • 524 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.