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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
Q2 		$34.4K Buy
160
+38
+31% +$8.45K ﹤0.01% 448
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Plato Investment Management's BA Position: Q2 2026 in Review

Plato Investment Management increased its Boeing (BA) stake by 31% in Q2 2026, buying an estimated $8.45K and bringing the position to 160 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Plato Investment Management first reported a position in BA in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.94M in Q1 2024. 2,629 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Plato Investment Management held 160 shares of Boeing worth $34.4K as of Q2 2026.
  • Plato Investment Management bought 38 Boeing shares in Q2 2026, an estimated $8.45K.
  • Boeing made up ﹤0.01% of Plato Investment Management's portfolio in Q2 2026, its #448 holding.
  • Plato Investment Management first reported a position in Boeing in Q4 2023 and has held it in 9 quarters since.
  • Plato Investment Management's Boeing position peaked at $1.94M in Q1 2024.
  • 2,629 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.