Plato Investment Management’s Boeing BA Stock Holding History

Plato Investment 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 Q1	$24.3K	Buy	122 +19	+18%	+$4.33K	﹤0.01%	462
2025 Q4	$22.5K	Hold	103	–	–	﹤0.01%	454
2025 Q3	$22.1K	Buy	+103	New	+$23.2K	﹤0.01%	458
2025 Q1	–	Sell	-12	Closed	-$2.13K	–	534
2024 Q4	$2.13K	Hold	12	–	–	﹤0.01%	564
2024 Q3	$1.82K	Sell	12 -502	-98%	-$86.1K	﹤0.01%	523
2024 Q2	$93.6K	Sell	514 -9,564	-95%	-$1.7M	0.01%	375
2024 Q1	$1.94M	Buy	10,078 +9,564	+1,861%	+$1.97M	0.2%	122
2023 Q4	$134K	Buy	+514	New	+$110K	0.16%	132

Other funds holding BA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Plato Investment Management's BA Position: Q1 2026 in Review

Plato Investment Management increased its Boeing (BA) stake by 18% in Q1 2026, buying an estimated $4.33K and bringing the position to 122 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Plato Investment Management first reported a position in BA in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.94M in Q1 2024. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Plato Investment Management held 122 shares of Boeing worth $24.3K as of Q1 2026.
Plato Investment Management bought 19 Boeing shares in Q1 2026, an estimated $4.33K.
Boeing made up ﹤0.01% of Plato Investment Management's portfolio in Q1 2026, its #462 holding.
Plato Investment Management first reported a position in Boeing in Q4 2023 and has held it in 8 quarters since.
Plato Investment Management's Boeing position peaked at $1.94M in Q1 2024.
2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.