Pettee Investors’s Boeing BA Stock Holding History

Pettee Investors’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	$325K	Hold	1,500	–	–	0.16%	91
2026 Q1	$344K	Hold	1,500	–	–	0.18%	94
2025 Q4	$326K	Hold	1,500	–	–	0.18%	94
2025 Q3	$324K	Hold	1,500	–	–	0.18%	97
2025 Q2	$314K	Hold	1,500	–	–	0.19%	91
2025 Q1	$256K	Hold	1,500	–	–	0.15%	100
2024 Q4	$266K	Hold	1,500	–	–	0.13%	107
2024 Q3	$228K	Hold	1,500	–	–	0.11%	114
2024 Q2	$273K	Hold	1,500	–	–	0.13%	106
2024 Q1	$289K	Hold	1,500	–	–	0.12%	104
2023 Q4	$391K	Hold	1,500	–	–	0.17%	95
2023 Q3	$288K	Hold	1,500	–	–	0.14%	103
2023 Q2	$317K	Buy	1,500 +500	+50%	+$104K	0.14%	103
2023 Q1	$212K	Buy	+1,000	New	+$208K	0.1%	116

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 $3.38T AUM 44.17% 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

Pettee Investors's BA Position: Q2 2026 in Review

Pettee Investors held its Boeing (BA) position steady in Q2 2026 at 1,500 shares worth $325K. The position accounts for 0.16% of the portfolio, ranked #91.

Pettee Investors first reported a position in BA in Q1 2023 and has held it in 14 quarters since. The position peaked at $391K in Q4 2023. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Pettee Investors held 1,500 shares of Boeing worth $325K as of Q2 2026.
Pettee Investors left its Boeing share count unchanged in Q2 2026.
Boeing made up 0.16% of Pettee Investors's portfolio in Q2 2026, its #91 holding.
Pettee Investors first reported a position in Boeing in Q1 2023 and has held it in 14 quarters since.
Pettee Investors's Boeing position peaked at $391K in Q4 2023.
2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Pettee Investors's 13F filing for Q2 2026, filed 6 Aug 2026.