Perennial Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $231K | Hold |
1,066
| – | – | 0.04% | 128 |
|
|
2026
Q1 | $212K | Sell |
1,066
-5
| -0.5% | -$1.14K | 0.04% | 119 |
|
|
2025
Q4 | $233K | Hold |
1,071
| – | – | 0.04% | 118 |
|
|
2025
Q3 | $231K | Hold |
1,071
| – | – | 0.04% | 116 |
|
|
2025
Q2 | $224K | Buy |
+1,071
| New | +$202K | 0.04% | 115 |
|
|
2024
Q2 | $203K | Sell |
1,114
-6
| -0.5% | -$1.07K | 0.05% | 109 |
|
|
2024
Q1 | $216K | Buy |
1,120
+6
| +0.5% | +$1.23K | 0.05% | 104 |
|
|
2023
Q4 | $290K | Hold |
1,114
| – | – | 0.07% | 94 |
|
|
2023
Q3 | $214K | Sell |
1,114
-22
| -2% | -$4.81K | 0.06% | 99 |
|
|
2023
Q2 | $240K | Sell |
1,136
-30
| -3% | -$6.23K | 0.06% | 101 |
|
|
2023
Q1 | $248K | Sell |
1,166
-65
| -5% | -$13.5K | 0.07% | 91 |
|
|
2022
Q4 | $235K | Buy |
+1,231
| New | +$201K | 0.07% | 83 |
|
|
2022
Q2 | – | Sell |
-1,258
| Closed | -$241K | – | 89 |
|
|
2022
Q1 | $241K | Sell |
1,258
-37
| -3% | -$7.43K | 0.06% | 81 |
|
|
2021
Q4 | $261K | Buy |
1,295
+10
| +0.8% | +$2.11K | 0.07% | 75 |
|
|
2021
Q3 | $283K | Hold |
1,285
| – | – | 0.08% | 72 |
|
|
2021
Q2 | $308K | Hold |
1,285
| – | – | 0.09% | 70 |
|
|
2021
Q1 | $327K | Buy |
1,285
+4
| +0.3% | +$889 | 0.1% | 68 |
|
|
2020
Q4 | $274K | Buy |
1,281
+20
| +2% | +$3.85K | 0.1% | 69 |
|
|
2020
Q3 | $208K | Hold |
1,261
| – | – | 0.09% | 70 |
|
|
2020
Q2 | $231K | Buy |
+1,261
| New | +$194K | 0.1% | 72 |
|
|
2020
Q1 | – | Sell |
-1,594
| Closed | -$519K | – | 89 |
|
|
2019
Q4 | $519K | Sell |
1,594
-58
| -4% | -$20.5K | 0.25% | 60 |
|
|
2019
Q3 | $629K | Buy |
1,652
+8
| +0.5% | +$2.86K | 0.33% | 58 |
|
|
2019
Q2 | $599K | Buy |
1,644
+47
| +3% | +$17.1K | 0.32% | 58 |
|
|
2019
Q1 | $609K | Buy |
1,597
+46
| +3% | +$17.7K | 0.35% | 58 |
|
|
2018
Q4 | $500K | Buy |
1,551
+2
| +0.1% | +$691 | 0.32% | 57 |
|
|
2018
Q3 | $576K | Buy |
1,549
+1
| +0.1% | +$351 | 0.33% | 60 |
|
|
2018
Q2 | $519K | Sell |
1,548
-23
| -1% | -$7.91K | 0.32% | 61 |
|
|
2018
Q1 | $515K | Sell |
1,571
-95
| -6% | -$32.1K | 0.33% | 61 |
|
|
2017
Q4 | $491K | Hold |
1,666
| – | – | 0.3% | 62 |
|
|
2017
Q3 | $424K | Sell |
1,666
-150
| -8% | -$35K | 0.29% | 60 |
|
|
2017
Q2 | $359K | Sell |
1,816
-55
| -3% | -$10.2K | 0.26% | 63 |
|
|
2017
Q1 | $331K | Sell |
1,871
-245
| -12% | -$41.7K | 0.25% | 62 |
|
|
2016
Q4 | $329K | Buy |
+2,116
| New | +$309K | 0.27% | 62 |
|
Other funds holding BA
FWIA
SO
DLA
VNIM
Perennial Advisors's BA Position: Q2 2026 in Review
Perennial Advisors held its Boeing (BA) position steady in Q2 2026 at 1,066 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #128.
Perennial Advisors first reported a position in BA in Q4 2016 and has held it in 33 quarters since. The position peaked at $629K in Q3 2019. 1,232 funds tracked by Wall St. Rank hold BA as of Q2 2026.
- Perennial Advisors held 1,066 shares of Boeing worth $231K as of Q2 2026.
- Perennial Advisors left its Boeing share count unchanged in Q2 2026.
- Boeing made up 0.04% of Perennial Advisors's portfolio in Q2 2026, its #128 holding.
- Perennial Advisors first reported a position in Boeing in Q4 2016 and has held it in 33 quarters since.
- Perennial Advisors's Boeing position peaked at $629K in Q3 2019.
- 1,232 funds tracked by Wall St. Rank held Boeing as of Q2 2026.
Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.